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Brophy Wealth Management’s Pool Corp POOL Stock Holding History

Brophy 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
Q3 		$454K Buy
+1,205
New +$417K 0.16% 132

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brophy Wealth Management's POOL Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Pool Corp (POOL) in Q3 2024: 1,205 shares worth $454K. The stake represents 0.16% of the portfolio and ranks #132 among its holdings.

717 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

  • Brophy Wealth Management held 1,205 shares of Pool Corp worth $454K as of Q3 2024.
  • Pool Corp was a new Brophy Wealth Management position in Q3 2024.
  • Pool Corp made up 0.16% of Brophy Wealth Management's portfolio in Q3 2024, its #132 holding.
  • 717 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.