AWM
POOL icon

AE Wealth Management’s Pool Corp POOL Stock Holding History

AE 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
Q1 		– Sell
-1,330
Closed -$502K – 1767
2023
Q4 		$502K Buy
1,330
+482
+57% +$169K ﹤0.01% 1437
2023
Q3 		$302K Sell
848
-4
-0.5% -$1.46K ﹤0.01% 1610
2023
Q2 		$319K Sell
852
-1
-0.1% -$342 ﹤0.01% 1591
2023
Q1 		$292K Buy
853
+27
+3% +$9.58K ﹤0.01% 1566
2022
Q4 		$250K Sell
826
-706
-46% -$224K ﹤0.01% 1575
2022
Q3 		$488K Buy
1,532
+636
+71% +$227K ﹤0.01% 1279
2022
Q2 		$315K Buy
896
+14
+2% +$5.55K ﹤0.01% 1417
2022
Q1 		$373K Buy
882
+313
+55% +$146K ﹤0.01% 1337
2021
Q4 		$322K Buy
+569
New +$298K ﹤0.01% 1421

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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AE Wealth Management's POOL Position: Q1 2024 in Review

AE Wealth Management sold out of Pool Corp (POOL) in Q1 2024, closing a stake of 1,330 shares — an estimated $502K sold.

AE Wealth Management first reported a position in POOL in Q4 2021 and held it in 9 quarters. The position peaked at $502K in Q4 2023. 772 funds tracked by Wall St. Rank hold POOL as of Q1 2024.

  • AE Wealth Management reported no remaining Pool Corp position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 1,330 Pool Corp shares in Q1 2024, an estimated $502K.
  • AE Wealth Management first reported a position in Pool Corp in Q4 2021 and held it in 9 quarters.
  • AE Wealth Management's Pool Corp position peaked at $502K in Q4 2023.
  • 772 funds tracked by Wall St. Rank held Pool Corp as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.