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Baker Tilly Wealth Management’s Leslie's LESL Stock Holding History

Baker Tilly 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
2023
Q1 		– Sell
-836
Closed -$204K – 562
2022
Q4 		$204K Buy
+836
New +$232K 0.03% 508

Other funds holding LESL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Baker Tilly Wealth Management's LESL Position: Q1 2023 in Review

Baker Tilly Wealth Management sold out of Leslie's (LESL) in Q1 2023, closing a stake of 836 shares — an estimated $204K sold.

Baker Tilly Wealth Management first reported a position in LESL in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 243 funds tracked by Wall St. Rank hold LESL as of Q1 2023.

  • Baker Tilly Wealth Management reported no remaining Leslie's position as of Q1 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 836 Leslie's shares in Q1 2023, an estimated $204K.
  • Baker Tilly Wealth Management first reported a position in Leslie's in Q4 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Leslie's position peaked at $204K in Q4 2022.
  • 243 funds tracked by Wall St. Rank held Leslie's as of Q1 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.