AMJ Financial Wealth Management’s Pool Corp POOL Stock Holding History

AMJ Financial 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	-521	Closed	-$210K	–	81
2024 Q1	$210K	Buy	+521	New	+$204K	0.07%	74
2022 Q2	–	Sell	-4,676	Closed	-$1.98M	–	79
2022 Q1	$1.98M	Hold	4,676	–	–	0.79%	34
2021 Q4	$2.65M	Sell	4,676 -3,944	-46%	-$2.07M	0.96%	33
2021 Q3	$3.74M	Hold	8,620	–	–	1.53%	29
2021 Q2	$3.95M	Buy	8,620 +310	+4%	+$131K	1.72%	25
2021 Q1	$2.87M	Buy	8,310 +184	+2%	+$64.1K	1.39%	30
2020 Q4	$3.03M	Sell	8,126 -2,329	-22%	-$812K	1.55%	31
2020 Q3	$3.5M	Buy	10,455 +6,214	+147%	+$1.92M	2.06%	24
2020 Q2	$1.15M	Buy	+4,241	New	+$982K	0.79%	37

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AMJ Financial Wealth Management's POOL Position: Q2 2024 in Review

AMJ Financial Wealth Management sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 521 shares — an estimated $210K sold.

AMJ Financial Wealth Management first reported a position in POOL in Q2 2020 and held it in 9 quarters. The position peaked at $3.95M in Q2 2021. 741 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

AMJ Financial Wealth Management reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
AMJ Financial Wealth Management sold 521 Pool Corp shares in Q2 2024, an estimated $210K.
AMJ Financial Wealth Management first reported a position in Pool Corp in Q2 2020 and held it in 9 quarters.
AMJ Financial Wealth Management's Pool Corp position peaked at $3.95M in Q2 2021.
741 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2024, filed 7 Aug 2024.