AWM
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Avior Wealth Management’s Leslie's LESL Stock Holding History

Avior Wealth Management’s Portfolio LESL Stock Details LESL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,585
Closed -$468K – 2376
2024
Q2 		$468K Buy
5,585
+2,517
+82% +$245K 0.02% 449
2024
Q1 		$399K Sell
3,068
-2,487
-45% -$356K 0.02% 511
2023
Q4 		$768K Hold
5,555
– – 0.05% 251
2023
Q3 		$629K Buy
5,555
+2,127
+62% +$278K 0.04% 277
2023
Q2 		$644K Sell
3,428
-274
-7% -$56.6K 0.04% 282
2023
Q1 		$815K Hold
3,702
– – 0.06% 230
2022
Q4 		$904K Buy
3,702
+881
+31% +$245K 0.07% 201
2022
Q3 		$829K Buy
2,821
+320
+13% +$96.1K 0.07% 193
2022
Q2 		$759K Hold
2,501
– – 0.08% 186
2022
Q1 		$968K Sell
2,501
-462
-16% -$192K 0.08% 168
2021
Q4 		$1.4M Buy
2,963
+747
+34% +$322K 0.12% 144
2021
Q3 		$910K Hold
2,216
– – 0.08% 196
2021
Q2 		$1.22M Sell
2,216
-343
-13% -$188K 0.12% 148
2021
Q1 		$1.25M Buy
+2,559
New +$1.31M 0.13% 147

Other funds holding LESL

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return