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
2021 Q2	–	Sell	-5	Closed	-$2K	–	618
2021 Q1	$2K	Buy	+5	New	+$2.55K	﹤0.01%	543

Other funds holding LESL

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CCM

Clearfield Capital Management New York $188M AUM 84.86% 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.