BPA
POOL icon

Beacon Pointe Advisors’s Pool Corp POOL Stock Holding History

Beacon Pointe 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
Q3 		– Sell
-741
Closed -$228K – 1291
2024
Q2 		$228K Sell
741
-1
-0.1% -$362 ﹤0.01% 1146
2024
Q1 		$299K Sell
742
-906
-55% -$354K ﹤0.01% 1116
2023
Q4 		$657K Sell
1,648
-35
-2% -$12.3K 0.01% 798
2023
Q3 		$599K Buy
1,683
+973
+137% +$354K 0.01% 807
2023
Q2 		$266K Sell
710
-899
-56% -$307K ﹤0.01% 918
2023
Q1 		$551K Buy
1,609
+695
+76% +$247K 0.01% 737
2022
Q4 		$276K Buy
914
+56
+7% +$17.7K 0.01% 892
2022
Q3 		$275K Buy
858
+85
+11% +$30.3K 0.01% 825
2022
Q2 		$273K Sell
773
-155
-17% -$61.5K 0.01% 860
2022
Q1 		$392K Buy
928
+270
+41% +$126K 0.01% 880
2021
Q4 		$372K Sell
658
-30
-4% -$15.7K 0.01% 655
2021
Q3 		$299K Sell
688
-53
-7% -$25.1K 0.01% 707
2021
Q2 		$340K Buy
+741
New +$312K 0.01% 623
2021
Q1 		– Sell
-545
Closed -$204K – 568
2020
Q4 		$204K Sell
545
-115
-17% -$40.1K 0.01% 473
2020
Q3 		$221K Buy
+660
New +$204K 0.02% 358

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Beacon Pointe Advisors's POOL Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 741 shares — an estimated $228K sold.

Beacon Pointe Advisors first reported a position in POOL in Q3 2020 and held it in 15 quarters. The position peaked at $657K in Q4 2023. 719 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 741 Pool Corp shares in Q3 2024, an estimated $228K.
  • Beacon Pointe Advisors first reported a position in Pool Corp in Q3 2020 and held it in 15 quarters.
  • Beacon Pointe Advisors's Pool Corp position peaked at $657K in Q4 2023.
  • 719 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.