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Brookstone Capital Management’s Pool Corp POOL Stock Holding History

Brookstone Capital 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
-1,869
Closed -$754K – 999
2024
Q1 		$754K Buy
1,869
+600
+47% +$235K 0.01% 539
2023
Q4 		$506K Sell
1,269
-113
-8% -$39.6K 0.01% 594
2023
Q3 		$450K Sell
1,382
-156
-10% -$56.8K 0.01% 598
2023
Q2 		$563K Buy
1,538
+450
+41% +$154K 0.01% 549
2023
Q1 		$367K Buy
1,088
+298
+38% +$106K 0.01% 653
2022
Q4 		$249K Buy
+790
New +$250K 0.01% 737

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 $3.38T AUM 44.17% 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

Brookstone Capital Management's POOL Position: Q2 2024 in Review

Brookstone Capital Management sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 1,869 shares — an estimated $754K sold.

Brookstone Capital Management first reported a position in POOL in Q4 2022 and held it in 6 quarters. The position peaked at $754K in Q1 2024. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

  • Brookstone Capital Management reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 1,869 Pool Corp shares in Q2 2024, an estimated $754K.
  • Brookstone Capital Management first reported a position in Pool Corp in Q4 2022 and held it in 6 quarters.
  • Brookstone Capital Management's Pool Corp position peaked at $754K in Q1 2024.
  • 743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Brookstone Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.