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	0.03%	486
2022 Q1	$2.07M	Buy	+4,888	New	+$2.28M	0.03%	472

Other funds holding POOL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's POOL Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 956 shares — an estimated $294K sold.

Atria Wealth Solutions first reported a position in POOL in Q1 2022 and held it in 10 quarters. The position peaked at $2.07M in Q1 2022. 719 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

Atria Wealth Solutions reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 956 Pool Corp shares in Q3 2024, an estimated $294K.
Atria Wealth Solutions first reported a position in Pool Corp in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's Pool Corp position peaked at $2.07M in Q1 2022.
719 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.