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Atlas Private Wealth Advisors’s Pool Corp POOL Stock Holding History

Atlas Private Wealth Advisors’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
2021
Q2 		– Sell
-5
Closed -$2K – 897
2021
Q1 		$2K Buy
5
+2
+67% +$697 ﹤0.01% 749
2020
Q4 		$1K Buy
+3
New +$1.05K ﹤0.01% 729

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Atlas Private Wealth Advisors's POOL Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Pool Corp (POOL) in Q2 2021, closing a stake of 5 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in POOL in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 674 funds tracked by Wall St. Rank hold POOL as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Pool Corp position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 5 Pool Corp shares in Q2 2021, an estimated $2K.
  • Atlas Private Wealth Advisors first reported a position in Pool Corp in Q4 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Pool Corp position peaked at $2K in Q1 2021.
  • 674 funds tracked by Wall St. Rank held Pool Corp as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.