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	–	1902
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%	1269
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1200
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1214
2021 Q4	$0	Sell	1 -1	-50%	-$524	﹤0.01%	1199
2021 Q3	$0	Hold	2	–	–	﹤0.01%	1153
2021 Q2	$0	Hold	2	–	–	﹤0.01%	1117
2021 Q1	$0	Hold	2	–	–	﹤0.01%	1119
2020 Q4	$0	Buy	+2	New	+$698	﹤0.01%	1071

Other funds holding POOL

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return