BRWA
POOL icon

B. Riley Wealth Advisors’s Pool Corp POOL Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-975
Closed -$347K – 1555
2024
Q1 		$347K Buy
+975
New +$381K 0.01% 973
2023
Q4 		– Sell
-975
Closed -$347K – 1488
2023
Q3 		$347K Sell
975
-13
-1% -$4.73K 0.01% 973
2023
Q2 		$370K Buy
988
+165
+20% +$56.4K 0.01% 1014
2023
Q1 		$282K Sell
823
-58
-7% -$20.6K 0.01% 1102
2022
Q4 		$266K Buy
881
+5
+0.6% +$1.58K 0.01% 1099
2022
Q3 		$282K Sell
876
-214
-20% -$76.3K 0.01% 1038
2022
Q2 		$384K Buy
1,090
+52
+5% +$20.6K 0.02% 765
2022
Q1 		$440K Buy
1,038
+215
+26% +$100K 0.01% 818
2021
Q4 		$467K Sell
823
-14
-2% -$7.34K 0.01% 848
2021
Q3 		$364K Sell
837
-101
-11% -$47.9K 0.01% 940
2021
Q2 		$430K Sell
938
-53
-5% -$22.3K 0.01% 841
2021
Q1 		$344K Sell
991
-593
-37% -$207K 0.01% 924
2020
Q4 		$592K Buy
1,584
+172
+12% +$60K 0.03% 487
2020
Q3 		$439K Buy
+1,412
New +$437K 0.02% 581
2015
Q1 		– Sell
-626
Closed -$40K – 1613
2014
Q4 		$40K Buy
+626
New +$37K ﹤0.01% 2204
2014
Q3 		– Sell
-626
Closed -$35.4K – 1566
2014
Q2 		$35.4K Buy
+626
New +$36.5K 0.01% 1179

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B. Riley Wealth Advisors's POOL Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 975 shares — an estimated $347K sold.

B. Riley Wealth Advisors first reported a position in POOL in Q2 2014 and held it in 16 quarters. The position peaked at $592K in Q4 2020. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 975 Pool Corp shares in Q2 2024, an estimated $347K.
  • B. Riley Wealth Advisors first reported a position in Pool Corp in Q2 2014 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Pool Corp position peaked at $592K in Q4 2020.
  • 743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.