WealthPLAN Partners’s Life Storage, Inc. LSI Stock Holding History

WealthPLAN Partners’s Portfolio LSI Stock Details LSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,837	Closed	-$244K	–	1259
2023 Q2	$244K	Hold	1,837	–	–	0.03%	265
2023 Q1	$241K	Hold	1,837	–	–	0.03%	277
2022 Q4	$227K	Buy	+1,837	New	+$192K	0.02%	356
2022 Q1	$243K	Hold	1,837	–	–	0.02%	349
2021 Q4	$248K	Hold	1,837	–	–	0.02%	346
2021 Q3	$260K	Hold	1,837	–	–	0.02%	331
2021 Q2	$219K	Buy	+1,837	New	+$181K	0.02%	328

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WealthPLAN Partners's LSI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,837 shares — an estimated $244K sold.

WealthPLAN Partners first reported a position in LSI in Q2 2021 and held it in 7 quarters. The position peaked at $260K in Q3 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

WealthPLAN Partners reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,837 Life Storage, Inc. shares in Q3 2023, an estimated $244K.
WealthPLAN Partners first reported a position in Life Storage, Inc. in Q2 2021 and held it in 7 quarters.
WealthPLAN Partners's Life Storage, Inc. position peaked at $260K in Q3 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.