Avior Wealth Management’s Pool Corp POOL Stock Holding History

Avior 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
2025 Q1	–	Sell	-8	Closed	-$2.8K	–	1900
2024 Q4	$2.8K	Buy	8 +7	+700%	+$2.55K	﹤0.01%	2047
2024 Q3	$376	Hold	1	–	–	﹤0.01%	2190
2024 Q2	$307	Sell	1 -327	-100%	-$118K	﹤0.01%	2157
2024 Q1	$132K	Sell	328 -561	-63%	-$219K	0.01%	848
2023 Q4	$354K	Buy	889 +39	+5%	+$13.7K	0.02%	414
2023 Q3	$303K	Sell	850 -532	-38%	-$194K	0.02%	437
2023 Q2	$518K	Sell	1,382 -260	-16%	-$88.9K	0.03%	327
2023 Q1	$562K	Buy	1,642 +1,641	+164,100%	+$582K	0.04%	316
2022 Q4	$302	Hold	1	–	–	﹤0.01%	1202
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1259
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1192
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1201
2021 Q4	$0	Sell	1 -1	-50%	-$524	﹤0.01%	1192
2021 Q3	$0	Hold	2	–	–	﹤0.01%	1150
2021 Q2	$0	Hold	2	–	–	﹤0.01%	1114
2021 Q1	$0	Hold	2	–	–	﹤0.01%	1114
2020 Q4	$0	Buy	+2	New	+$698	﹤0.01%	1058

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Avior Wealth Management's POOL Position: Q1 2025 in Review

Avior Wealth Management sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 8 shares — an estimated $2.8K sold.

Avior Wealth Management first reported a position in POOL in Q4 2020 and held it in 17 quarters. The position peaked at $562K in Q1 2023. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

Avior Wealth Management reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 8 Pool Corp shares in Q1 2025, an estimated $2.8K.
Avior Wealth Management first reported a position in Pool Corp in Q4 2020 and held it in 17 quarters.
Avior Wealth Management's Pool Corp position peaked at $562K in Q1 2023.
737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.