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SYSTM Wealth Solutions’s Leslie's LESL Stock Holding History

SYSTM Wealth Solutions’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
-655
Closed -$85.1K – 827
2024
Q1 		$85.1K Sell
655
-65
-9% -$9.31K 0.01% 500
2023
Q4 		$99.5K Sell
720
-168
-19% -$18.5K 0.01% 459
2023
Q3 		$101K Sell
888
-226
-20% -$29.6K 0.02% 456
2023
Q2 		$209K Sell
1,114
-681
-38% -$141K 0.03% 448
2023
Q1 		$395K Buy
1,795
+51
+3% +$13.2K 0.06% 335
2022
Q4 		$426K Buy
+1,744
New +$485K 0.05% 373

Other funds holding LESL

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
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
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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $145B AUM 22.78% 1-Year Est. Return
CCM
Clearfield Capital Management New York $188M AUM 84.86% 1-Year Est. Return

SYSTM Wealth Solutions's LESL Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Leslie's (LESL) in Q2 2024, closing a stake of 655 shares — an estimated $85.1K sold.

SYSTM Wealth Solutions first reported a position in LESL in Q4 2022 and held it in 6 quarters. The position peaked at $426K in Q4 2022. 225 funds tracked by Wall St. Rank hold LESL as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Leslie's position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 655 Leslie's shares in Q2 2024, an estimated $85.1K.
  • SYSTM Wealth Solutions first reported a position in Leslie's in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Leslie's position peaked at $426K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Leslie's as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.