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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

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $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 $153B AUM 38.14% 1-Year Est. Return
CCM
Clearfield Capital Management New York $143M AUM 158.48% 1-Year Est. Return

Wealth Alliance's LESL Position: Q2 2024 in Review

Wealth Alliance sold out of Leslie's (LESL) in Q2 2024, closing a stake of 1,326 shares — an estimated $172K sold.

Wealth Alliance first reported a position in LESL in Q1 2021 and held it in 10 quarters. The position peaked at $311K in Q4 2021. 225 funds tracked by Wall St. Rank hold LESL as of Q2 2024.

  • Wealth Alliance reported no remaining Leslie's position as of Q2 2024 after selling out during the quarter.
  • Wealth Alliance sold 1,326 Leslie's shares in Q2 2024, an estimated $172K.
  • Wealth Alliance first reported a position in Leslie's in Q1 2021 and held it in 10 quarters.
  • Wealth Alliance's Leslie's position peaked at $311K in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Leslie's as of Q2 2024.

Based on Wealth Alliance's 13F filing for Q2 2024, filed 9 Aug 2024.