Avidian Wealth Enterprises’s Pool Corp POOL Stock Holding History

Avidian Wealth Enterprises’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 Q4	–	Sell	-605	Closed	-$228K	–	532
2024 Q3	$228K	Buy	+605	New	+$209K	0.01%	459
2024 Q2	–	Sell	-636	Closed	-$257K	–	517
2024 Q1	$257K	Buy	636 +10	+2%	+$3.91K	0.01%	383
2023 Q4	$250K	Hold	626	–	–	0.02%	374
2023 Q3	$223K	Hold	626	–	–	0.02%	370
2023 Q2	$235K	Buy	+626	New	+$214K	0.02%	382
2022 Q2	–	Sell	-893	Closed	-$378K	–	488
2022 Q1	$378K	Sell	893 -40	-4%	-$18.7K	0.02%	353
2021 Q4	$528K	Buy	+933	New	+$489K	0.03%	289
2018 Q2	–	Sell	-4,467	Closed	-$653K	–	112
2018 Q1	$653K	Buy	+4,467	New	+$615K	0.22%	39

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Avidian Wealth Enterprises's POOL Position: Q4 2024 in Review

Avidian Wealth Enterprises sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 605 shares — an estimated $228K sold.

Avidian Wealth Enterprises first reported a position in POOL in Q1 2018 and held it in 8 quarters. The position peaked at $653K in Q1 2018. 742 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

Avidian Wealth Enterprises reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
Avidian Wealth Enterprises sold 605 Pool Corp shares in Q4 2024, an estimated $228K.
Avidian Wealth Enterprises first reported a position in Pool Corp in Q1 2018 and held it in 8 quarters.
Avidian Wealth Enterprises's Pool Corp position peaked at $653K in Q1 2018.
742 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.