PWM
LESL

Perigon Wealth Management’s Leslie's LESL Stock Holding History

Perigon Wealth Management’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 		– Sell
-603
Closed -$133K – 798
2023
Q1 		$133K Buy
+603
New +$157K 0.01% 676

Other funds holding LESL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
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
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Perigon Wealth Management's LESL Position: Q2 2023 in Review

Perigon Wealth Management sold out of Leslie's (LESL) in Q2 2023, closing a stake of 603 shares — an estimated $133K sold.

Perigon Wealth Management first reported a position in LESL in Q1 2023 and held it in 1 quarter. The position peaked at $133K in Q1 2023. 233 funds tracked by Wall St. Rank hold LESL as of Q2 2023.

  • Perigon Wealth Management reported no remaining Leslie's position as of Q2 2023 after selling out during the quarter.
  • Perigon Wealth Management sold 603 Leslie's shares in Q2 2023, an estimated $133K.
  • Perigon Wealth Management first reported a position in Leslie's in Q1 2023 and held it in 1 quarter.
  • Perigon Wealth Management's Leslie's position peaked at $133K in Q1 2023.
  • 233 funds tracked by Wall St. Rank held Leslie's as of Q2 2023.

Based on Perigon Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.