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

JFS 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
2024
Q2 		– Sell
-1
Closed -$85 – 2020
2024
Q1 		$85 Hold
1
– – ﹤0.01% 1957
2023
Q4 		$70 Hold
1
– – ﹤0.01% 1967
2023
Q3 		$97 Hold
1
– – ﹤0.01% 1908
2023
Q2 		$151 Hold
1
– – ﹤0.01% 1900
2023
Q1 		$177 Hold
1
– – ﹤0.01% 1838
2022
Q4 		$159 Buy
+1
New +$278 ﹤0.01% 1848

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Clearfield Capital Management New York $143M AUM 158.48% 1-Year Est. Return

JFS Wealth Advisors's LESL Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Leslie's (LESL) in Q2 2024, closing a stake of 1 share — an estimated $85 sold.

JFS Wealth Advisors first reported a position in LESL in Q4 2022 and held it in 6 quarters. The position peaked at $177 in Q1 2023. 225 funds tracked by Wall St. Rank hold LESL as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Leslie's position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 1 Leslie's share in Q2 2024, an estimated $85.
  • JFS Wealth Advisors first reported a position in Leslie's in Q4 2022 and held it in 6 quarters.
  • JFS Wealth Advisors's Leslie's position peaked at $177 in Q1 2023.
  • 225 funds tracked by Wall St. Rank held Leslie's as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.