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
2022
Q1 		– Sell
-1,500
Closed -$230K – 8147
2021
Q4 		$230K Buy
+1,500
New +$200K ﹤0.01% 5193

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 $9.54B AUM 19.86% 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.