Wealth Alliance’s Leslie's LESL Stock Holding History

Wealth Alliance’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	-1,326	Closed	-$172K	–	536
2024 Q1	$172K	Buy	1,326 +306	+30%	+$43.8K	0.02%	500
2023 Q4	$141K	Buy	1,020 +151	+17%	+$16.6K	0.02%	497
2023 Q3	$98.3K	Buy	869 +56	+7%	+$7.33K	0.02%	476
2023 Q2	$153K	Buy	813 +4	+0.5%	+$826	0.02%	491
2023 Q1	$178K	Buy	+809	New	+$210K	0.03%	482
2022 Q4	–	Sell	-715	Closed	-$210K	–	499
2022 Q3	$210K	Buy	+715	New	+$215K	0.04%	412
2022 Q2	–	Sell	-666	Closed	-$258K	–	472
2022 Q1	$258K	Buy	666 +8	+1%	+$3.32K	0.05%	362
2021 Q4	$311K	Buy	+658	New	+$284K	0.06%	320
2021 Q3	–	Sell	-523	Closed	-$287K	–	439
2021 Q2	$287K	Buy	523 +18	+4%	+$9.87K	0.07%	334
2021 Q1	$247K	Buy	+505	New	+$258K	0.07%	336

Other funds holding LESL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Davenport & Co Richmond, Virginia $19.6B 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

Clearfield Capital Management New York $182M AUM 84.86% 1-Year Est. Return