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Global Wealth Management Investment Advisory’s Levi Strauss LEVI Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,250
Closed -$24K – 631
2019
Q4 		$24K Buy
1,250
+1,000
+400% +$17.8K 0.01% 256
2019
Q3 		$5K Hold
250
– – ﹤0.01% 404
2019
Q2 		$5K Buy
+250
New +$5.5K ﹤0.01% 442

Other funds holding LEVI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return

Global Wealth Management Investment Advisory's LEVI Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of Levi Strauss (LEVI) in Q1 2020, closing a stake of 1,250 shares — an estimated $24K sold.

Global Wealth Management Investment Advisory first reported a position in LEVI in Q2 2019 and held it in 3 quarters. The position peaked at $24K in Q4 2019. 131 funds tracked by Wall St. Rank hold LEVI as of Q1 2020.

  • Global Wealth Management Investment Advisory reported no remaining Levi Strauss position as of Q1 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,250 Levi Strauss shares in Q1 2020, an estimated $24K.
  • Global Wealth Management Investment Advisory first reported a position in Levi Strauss in Q2 2019 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Levi Strauss position peaked at $24K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held Levi Strauss as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.