Wilbanks Smith & Thomas Asset Management’s Life Storage, Inc. LSI Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-1,750	Closed	-$233K	–	535
2023 Q2	$233K	Hold	1,750	–	–	0.01%	465
2023 Q1	$229K	Buy	+1,750	New	+$202K	0.01%	460

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 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

Wilbanks Smith & Thomas Asset Management's LSI Position: Q3 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,750 shares — an estimated $233K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in LSI in Q1 2023 and held it in 2 quarters. The position peaked at $233K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 1,750 Life Storage, Inc. shares in Q3 2023, an estimated $233K.
Wilbanks Smith & Thomas Asset Management first reported a position in Life Storage, Inc. in Q1 2023 and held it in 2 quarters.
Wilbanks Smith & Thomas Asset Management's Life Storage, Inc. position peaked at $233K in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2023, filed 6 Nov 2023.