AWM
POOL icon

Abound Wealth Management’s Pool Corp POOL Stock Holding History

Abound 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
2026
Q2 		$7.54K Buy
35
+26
+289% +$5.19K ﹤0.01% 527
2026
Q1 		$1.85K Sell
9
-35
-80% -$8.25K ﹤0.01% 916
2025
Q4 		$10.1K Sell
44
-10
-19% -$2.6K ﹤0.01% 505
2025
Q3 		$16.8K Sell
54
-7
-11% -$2.19K ﹤0.01% 396
2025
Q2 		$17.8K Buy
61
+5
+9% +$1.51K 0.01% 350
2025
Q1 		$17.9K Buy
56
+3
+6% +$1.02K 0.01% 314
2024
Q4 		$18.1K Sell
53
-1
-2% -$364 0.01% 294
2024
Q3 		$20.4K Hold
54
– – 0.01% 292
2024
Q2 		$16.7K Sell
54
-7
-11% -$2.54K 0.01% 287
2024
Q1 		$24.7K Buy
61
+4
+7% +$1.56K 0.01% 213
2023
Q4 		$22.8K Sell
57
-3
-5% -$1.05K 0.01% 229
2023
Q3 		$21.4K Buy
60
+6
+11% +$2.18K 0.01% 209
2023
Q2 		$20.3K Buy
54
+9
+20% +$3.08K 0.01% 215
2023
Q1 		$15.4K Hold
45
– – 0.01% 240
2022
Q4 		$13.6K Buy
45
+5
+13% +$1.58K 0.01% 225
2022
Q3 		$12.6K Buy
+40
New +$14.3K 0.01% 254

Other funds holding POOL

ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return