HWM
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Howard Wealth Management’s Levi Strauss LEVI Stock Holding History

Howard Wealth Management’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
-450
Closed -$8K – 315
2019
Q4 		$8K Buy
+450
New +$8.03K 0.01% 348

Other funds holding LEVI

Wells Fargo
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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

Howard Wealth Management's LEVI Position: Q1 2020 in Review

Howard Wealth Management sold out of Levi Strauss (LEVI) in Q1 2020, closing a stake of 450 shares — an estimated $8K sold.

Howard Wealth Management first reported a position in LEVI in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 131 funds tracked by Wall St. Rank hold LEVI as of Q1 2020.

  • Howard Wealth Management reported no remaining Levi Strauss position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 450 Levi Strauss shares in Q1 2020, an estimated $8K.
  • Howard Wealth Management first reported a position in Levi Strauss in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Levi Strauss position peaked at $8K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held Levi Strauss as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.