AWM
LESL

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 – 2370
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 $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 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 $3.38T AUM 44.17% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Avior Wealth Management's LESL Position: Q3 2024 in Review

Avior Wealth Management sold out of Leslie's (LESL) in Q3 2024, closing a stake of 5,585 shares — an estimated $468K sold.

Avior Wealth Management first reported a position in LESL in Q1 2021 and held it in 14 quarters. The position peaked at $1.4M in Q4 2021. 224 funds tracked by Wall St. Rank hold LESL as of Q3 2024.

  • Avior Wealth Management reported no remaining Leslie's position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5,585 Leslie's shares in Q3 2024, an estimated $468K.
  • Avior Wealth Management first reported a position in Leslie's in Q1 2021 and held it in 14 quarters.
  • Avior Wealth Management's Leslie's position peaked at $1.4M in Q4 2021.
  • 224 funds tracked by Wall St. Rank held Leslie's as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.