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1858 Wealth Management’s Pool Corp POOL Stock Holding History

1858 Wealth Management’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-507
Closed -$202K – 138
2024
Q1 		$202K Hold
507
– – 0.19% 119
2023
Q4 		$202K Buy
+507
New +$178K 0.19% 119

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1858 Wealth Management's POOL Position: Q2 2024 in Review

1858 Wealth Management sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 507 shares — an estimated $202K sold.

1858 Wealth Management first reported a position in POOL in Q4 2023 and held it in 2 quarters. The position peaked at $202K in Q1 2024. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

  • 1858 Wealth Management reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
  • 1858 Wealth Management sold 507 Pool Corp shares in Q2 2024, an estimated $202K.
  • 1858 Wealth Management first reported a position in Pool Corp in Q4 2023 and held it in 2 quarters.
  • 1858 Wealth Management's Pool Corp position peaked at $202K in Q1 2024.
  • 743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on 1858 Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.