Wells Fargo
LSI

Wells Fargo’s Life Storage, Inc. LSI Stock Holding History

Wells Fargo’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
-84,385
Closed -$11.2M – 7793
2023
Q2 		$11.2M Sell
84,385
-13,400
-14% -$1.78M ﹤0.01% 1531
2023
Q1 		$12.8M Sell
97,785
-16,175
-14% -$1.87M ﹤0.01% 1420
2022
Q4 		$11.2M Buy
113,960
+14,685
+15% +$1.54M ﹤0.01% 1469
2022
Q3 		$11M Sell
99,275
-4,668
-4% -$573K ﹤0.01% 1455
2022
Q2 		$11.6M Sell
103,943
-51,325
-33% -$6.34M ﹤0.01% 1473
2022
Q1 		$21.8M Buy
155,268
+25,292
+19% +$3.41M 0.01% 1252
2021
Q4 		$19.9M Sell
129,976
-129,760
-50% -$17.3M 0.01% 1346
2021
Q3 		$29.8M Buy
259,736
+20,987
+9% +$2.5M 0.01% 1374
2021
Q2 		$25.6M Buy
238,749
+148,865
+166% +$14.6M 0.01% 1501
2021
Q1 		$7.73M Sell
89,884
-9,871
-10% -$821K ﹤0.01% 2430
2020
Q4 		$7.94M Sell
99,755
-3,216
-3% -$245K ﹤0.01% 2303
2020
Q3 		$7.23M Buy
102,971
+6,147
+6% +$417K ﹤0.01% 2159
2020
Q2 		$6.13M Sell
96,824
-55,962
-37% -$3.47M ﹤0.01% 2277
2020
Q1 		$9.63M Buy
152,786
+56,868
+59% +$4.06M ﹤0.01% 1694
2019
Q4 		$6.92M Buy
95,918
+15,489
+19% +$1.11M ﹤0.01% 2290
2019
Q3 		$5.65M Sell
80,429
-4,531
-5% -$308K ﹤0.01% 2439
2019
Q2 		$5.39M Sell
84,960
-930
-1% -$59.7K ﹤0.01% 2515
2019
Q1 		$5.57M Buy
85,890
+2,464
+3% +$158K ﹤0.01% 2457
2018
Q4 		$5.17M Sell
83,426
-4,380
-5% -$278K ﹤0.01% 2410
2018
Q3 		$5.57M Sell
87,806
-2,208
-2% -$143K ﹤0.01% 2565
2018
Q2 		$5.84M Buy
90,014
+1,379
+2% +$83.3K ﹤0.01% 2537
2018
Q1 		$4.93M Sell
88,635
-16,437
-16% -$898K ﹤0.01% 2626
2017
Q4 		$6.24M Buy
105,072
+13,188
+14% +$758K ﹤0.01% 2394
2017
Q3 		$5.01M Buy
91,884
+20,214
+28% +$1.01M ﹤0.01% 2531
2017
Q2 		$3.54M Sell
71,670
-6,116
-8% -$318K ﹤0.01% 2723
2017
Q1 		$4.26M Sell
77,786
-829
-1% -$46.4K ﹤0.01% 2559
2016
Q4 		$4.47M Sell
78,615
-17,106
-18% -$948K ﹤0.01% 2498
2016
Q3 		$5.67M Buy
95,721
+43,897
+85% +$2.81M ﹤0.01% 2187
2016
Q2 		$3.63M Sell
51,824
-23,118
-31% -$1.68M ﹤0.01% 2551
2016
Q1 		$5.89M Buy
74,942
+3,974
+6% +$289K ﹤0.01% 2192
2015
Q4 		$5.08M Sell
70,968
-28,113
-28% -$1.88M ﹤0.01% 2321
2015
Q3 		$6.23M Sell
99,081
-5,744
-5% -$355K ﹤0.01% 2154
2015
Q2 		$6.07M Buy
104,825
+14,496
+16% +$868K ﹤0.01% 2272
2015
Q1 		$5.66M Sell
90,329
-195
-0.2% -$12.1K ﹤0.01% 2285
2014
Q4 		$5.26M Sell
90,524
-1,725
-2% -$96K ﹤0.01% 2306
2014
Q3 		$4.57M Sell
92,249
-6,496
-7% -$333K ﹤0.01% 2382
2014
Q2 		$5.09M Sell
98,745
-612
-0.6% -$31K ﹤0.01% 2318
2014
Q1 		$4.87M Buy
99,357
+20,460
+26% +$954K ﹤0.01% 2341
2013
Q4 		$3.43M Buy
78,897
+38,712
+96% +$1.82M ﹤0.01% 2537
2013
Q3 		$2.03M Buy
40,185
+3,555
+10% +$167K ﹤0.01% 2871
2013
Q2 		$1.58M Buy
+36,630
New +$1.62M ﹤0.01% 2974

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Wells Fargo's LSI Position: Q3 2023 in Review

Wells Fargo sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 84,385 shares — an estimated $11.2M sold.

Wells Fargo first reported a position in LSI in Q2 2013 and held it in 41 quarters. The position peaked at $29.8M in Q3 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Wells Fargo reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Wells Fargo sold 84,385 Life Storage, Inc. shares in Q3 2023, an estimated $11.2M.
  • Wells Fargo first reported a position in Life Storage, Inc. in Q2 2013 and held it in 41 quarters.
  • Wells Fargo's Life Storage, Inc. position peaked at $29.8M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Wells Fargo's 13F filing for Q3 2023, filed 13 Nov 2023.