AWS
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Atria Wealth Solutions’s Pool Corp POOL Stock Holding History

Atria Wealth Solutions’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
Q3 		– Sell
-956
Closed -$294K – 2027
2024
Q2 		$294K Sell
956
-1,506
-61% -$545K ﹤0.01% 1521
2024
Q1 		$994K Sell
2,462
-1,186
-33% -$464K 0.01% 915
2023
Q4 		$1.45M Buy
3,648
+322
+10% +$113K 0.02% 719
2023
Q3 		$1.18M Buy
3,326
+65
+2% +$23.7K 0.02% 737
2023
Q2 		$1.22M Buy
3,261
+109
+3% +$37.3K 0.02% 760
2023
Q1 		$1.08M Buy
3,152
+26
+0.8% +$9.23K 0.02% 763
2022
Q4 		$945K Buy
3,126
+343
+12% +$109K 0.02% 775
2022
Q3 		$886K Sell
2,783
-2,327
-46% -$830K 0.02% 760
2022
Q2 		$1.79M Buy
5,110
+222
+5% +$88K 0.04% 486
2022
Q1 		$2.07M Buy
+4,888
New +$2.28M 0.03% 472

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return