Moser Wealth Advisors’s Levi Strauss LEVI Stock Holding History

Moser Wealth Advisors’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
2024 Q2	–	Sell	-500	Closed	-$9.99K	–	153
2024 Q1	$9.99K	Hold	500	–	–	0.01%	120
2023 Q4	$8.27K	Hold	500	–	–	0.01%	119
2023 Q3	$6.79K	Hold	500	–	–	﹤0.01%	116
2023 Q2	$7.21K	Buy	+500	New	+$7.22K	﹤0.01%	112
2022 Q4	$7.76K	Hold	500	–	–	0.01%	106
2022 Q3	$7K	Hold	500	–	–	0.01%	114
2022 Q2	$8K	Hold	500	–	–	0.01%	111
2022 Q1	$10K	Hold	500	–	–	0.01%	112
2021 Q4	$13K	Hold	500	–	–	0.01%	110
2021 Q3	$12K	Hold	500	–	–	0.01%	110
2021 Q2	$14K	Hold	500	–	–	0.01%	109
2021 Q1	$12K	Hold	500	–	–	0.01%	103
2020 Q4	$10K	Hold	500	–	–	0.01%	107
2020 Q3	$7K	Hold	500	–	–	0.01%	108
2020 Q2	$7K	Hold	500	–	–	0.01%	106
2020 Q1	$6K	Hold	500	–	–	0.01%	114
2019 Q4	$10K	Buy	+500	New	+$8.92K	0.01%	128

Other funds holding LEVI

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAH

Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Moser Wealth Advisors's LEVI Position: Q2 2024 in Review

Moser Wealth Advisors sold out of Levi Strauss (LEVI) in Q2 2024, closing a stake of 500 shares — an estimated $9.99K sold.

Moser Wealth Advisors first reported a position in LEVI in Q4 2019 and held it in 17 quarters. The position peaked at $14K in Q2 2021. 225 funds tracked by Wall St. Rank hold LEVI as of Q2 2024.

Moser Wealth Advisors reported no remaining Levi Strauss position as of Q2 2024 after selling out during the quarter.
Moser Wealth Advisors sold 500 Levi Strauss shares in Q2 2024, an estimated $9.99K.
Moser Wealth Advisors first reported a position in Levi Strauss in Q4 2019 and held it in 17 quarters.
Moser Wealth Advisors's Levi Strauss position peaked at $14K in Q2 2021.
225 funds tracked by Wall St. Rank held Levi Strauss as of Q2 2024.

Based on Moser Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.