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Baker Tilly Wealth Management’s Pool Corp POOL Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-1,621
Closed -$654K – 383
2024
Q1 		$654K Sell
1,621
-37
-2% -$14.5K 0.12% 189
2023
Q4 		$661K Sell
1,658
-99
-6% -$34.7K 0.11% 214
2023
Q3 		$626K Sell
1,757
-495
-22% -$180K 0.1% 204
2023
Q2 		$844K Buy
2,252
+403
+22% +$138K 0.09% 232
2023
Q1 		$633K Buy
1,849
+339
+22% +$120K 0.07% 283
2022
Q4 		$457K Sell
1,510
-47
-3% -$14.9K 0.06% 348
2022
Q3 		$495K Buy
1,557
+3
+0.2% +$1.07K 0.07% 294
2022
Q2 		$546K Sell
1,554
-18
-1% -$7.14K 0.07% 279
2022
Q1 		$665K Sell
1,572
-198
-11% -$92.5K 0.07% 271
2021
Q4 		$1M Buy
1,770
+273
+18% +$143K 0.11% 196
2021
Q3 		$650K Buy
1,497
+139
+10% +$65.9K 0.09% 261
2021
Q2 		$623K Buy
1,358
+266
+24% +$112K 0.1% 227
2021
Q1 		$377K Buy
1,092
+206
+23% +$71.8K 0.08% 300
2020
Q4 		$330K Buy
+886
New +$309K 0.1% 217

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

Baker Tilly Wealth Management's POOL Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 1,621 shares — an estimated $654K sold.

Baker Tilly Wealth Management first reported a position in POOL in Q4 2020 and held it in 14 quarters. The position peaked at $1M in Q4 2021. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,621 Pool Corp shares in Q2 2024, an estimated $654K.
  • Baker Tilly Wealth Management first reported a position in Pool Corp in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Pool Corp position peaked at $1M in Q4 2021.
  • 743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.