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AdvisorShares Investments’s Pool Corp POOL Stock Holding History

AdvisorShares Investments’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
Q1 		– Sell
-2,093
Closed -$479K – 312
2025
Q4 		$479K Buy
2,093
+500
+31% +$130K 0.08% 160
2025
Q3 		$494K Sell
1,593
-20
-1% -$6.27K 0.08% 140
2025
Q2 		$470K Buy
1,613
+263
+19% +$79.5K 0.08% 132
2025
Q1 		$429K Hold
1,350
– – 0.08% 161
2024
Q4 		$460K Buy
+1,350
New +$492K 0.09% 143
2024
Q2 		– Sell
-1,200
Closed -$484K – 314
2024
Q1 		$484K Buy
+1,200
New +$469K 0.08% 150
2023
Q1 		– Sell
-1,338
Closed -$405K – 332
2022
Q4 		$405K Buy
+1,338
New +$424K 0.11% 135
2022
Q1 		– Sell
-3,704
Closed -$2.1M – 239
2021
Q4 		$2.1M Sell
3,704
-410
-10% -$215K 0.25% 33
2021
Q3 		$1.79M Buy
+4,114
New +$1.95M 0.28% 52
2021
Q1 		– Sell
-4,619
Closed -$1.72M – 166
2020
Q4 		$1.72M Buy
4,619
+704
+18% +$246K 0.4% 52
2020
Q3 		$1.31K Buy
3,915
+374
+11% +$116K 0.06% 38
2020
Q2 		$963K Buy
+3,541
New +$820K 0.41% 50
2020
Q1 		– Sell
-3,577
Closed -$760K – 121
2019
Q4 		$760K Buy
+3,577
New +$739K 0.47% 76

Other funds holding POOL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return