AAM
POOL icon

Advisors Asset Management’s Pool Corp POOL Stock Holding History

Advisors Asset 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
Q1 		– Sell
-217
Closed -$86.5K – 1430
2023
Q4 		$86.5K Sell
217
-494
-69% -$173K ﹤0.01% 1212
2023
Q3 		$253K Sell
711
-271
-28% -$98.6K 0.01% 1059
2023
Q2 		$368K Sell
982
-275
-22% -$94K 0.01% 1008
2023
Q1 		$430K Sell
1,257
-139
-10% -$49.3K 0.01% 964
2022
Q4 		$422K Sell
1,396
-125
-8% -$39.6K 0.01% 973
2022
Q3 		$484K Buy
1,521
+100
+7% +$35.7K 0.01% 937
2022
Q2 		$499K Sell
1,421
-93
-6% -$36.9K 0.01% 943
2022
Q1 		$640K Sell
1,514
-116
-7% -$54.2K 0.01% 941
2021
Q4 		$923K Buy
1,630
+201
+14% +$105K 0.01% 846
2021
Q3 		$621K Buy
1,429
+423
+42% +$200K 0.01% 940
2021
Q2 		$461K Buy
1,006
+471
+88% +$198K 0.01% 1029
2021
Q1 		$185K Buy
535
+4
+0.8% +$1.39K ﹤0.01% 1226
2020
Q4 		$198K Buy
531
+79
+17% +$27.6K ﹤0.01% 1224
2020
Q3 		$151K Buy
+452
New +$140K ﹤0.01% 1239
2017
Q1 		– Sell
-1,000
Closed -$104K – 1696
2016
Q4 		$104K Hold
1,000
– – ﹤0.01% 1512
2016
Q3 		$95K Sell
1,000
-100
-9% -$9.82K ﹤0.01% 1530
2016
Q2 		$103K Hold
1,100
– – ﹤0.01% 1503
2016
Q1 		$97K Buy
+1,100
New +$88.5K ﹤0.01% 1460

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