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

B. Riley 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
2022
Q2 		– Sell
-488
Closed -$206K – 798
2022
Q1 		$206K Buy
488
+34
+7% +$15.9K 0.02% 553
2021
Q4 		$257K Buy
+454
New +$238K 0.02% 511
2021
Q3 		– Sell
-449
Closed -$206K – 647
2021
Q2 		$206K Buy
+449
New +$189K 0.02% 381
2021
Q1 		– Sell
-593
Closed -$221K – 468
2020
Q4 		$221K Buy
+593
New +$207K 0.03% 323

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

B. Riley Wealth Management's POOL Position: Q2 2022 in Review

B. Riley Wealth Management sold out of Pool Corp (POOL) in Q2 2022, closing a stake of 488 shares — an estimated $206K sold.

B. Riley Wealth Management first reported a position in POOL in Q4 2020 and held it in 4 quarters. The position peaked at $257K in Q4 2021. 671 funds tracked by Wall St. Rank hold POOL as of Q2 2022.

  • B. Riley Wealth Management reported no remaining Pool Corp position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 488 Pool Corp shares in Q2 2022, an estimated $206K.
  • B. Riley Wealth Management first reported a position in Pool Corp in Q4 2020 and held it in 4 quarters.
  • B. Riley Wealth Management's Pool Corp position peaked at $257K in Q4 2021.
  • 671 funds tracked by Wall St. Rank held Pool Corp as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.