Intercontinental Wealth Advisors’s Leslie's LESL Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$897K	Buy	4,774 +25	+0.5%	+$5.16K	0.21%	109
2023 Q1	$1.05M	Buy	4,749 +10	+0.2%	+$2.6K	0.27%	84
2022 Q4	$1.16M	Buy	4,739 +993	+27%	+$276K	0.34%	60
2022 Q3	$1.1M	Buy	3,746 +67	+2%	+$20.1K	0.35%	66
2022 Q2	$1.12M	Buy	3,679 +8	+0.2%	+$2.99K	0.3%	70
2022 Q1	$1.42M	Buy	3,671 +23	+0.6%	+$9.56K	0.32%	58
2021 Q4	$1.73M	Buy	3,648 +893	+32%	+$385K	0.36%	44
2021 Q3	$1.13M	Sell	2,755 -200	-7%	-$95.8K	0.26%	81
2021 Q2	$1.63M	Buy	2,955 +37	+1%	+$20.3K	0.32%	49
2021 Q1	$1.43M	Buy	2,918 +1,391	+91%	+$710K	0.31%	58
2020 Q4	$848K	Buy	+1,527	New	+$687K	0.2%	96

Other funds holding LESL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Intercontinental Wealth Advisors's LESL Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Leslie's (LESL) stake by 0.53% in Q2 2023, buying an estimated $5.16K and bringing the position to 4,774 shares worth $897K. The position accounts for 0.21% of the portfolio, ranked #109.

Intercontinental Wealth Advisors first reported a position in LESL in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.73M in Q4 2021. 233 funds tracked by Wall St. Rank hold LESL as of Q2 2023.

Intercontinental Wealth Advisors held 4,774 shares of Leslie's worth $897K as of Q2 2023.
Intercontinental Wealth Advisors bought 25 Leslie's shares in Q2 2023, an estimated $5.16K.
Leslie's made up 0.21% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #109 holding.
Intercontinental Wealth Advisors first reported a position in Leslie's in Q4 2020 and has held it in 11 quarters since.
Intercontinental Wealth Advisors's Leslie's position peaked at $1.73M in Q4 2021.
233 funds tracked by Wall St. Rank held Leslie's as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.