Capital Advisors Inc’s Pool Corp POOL Stock Holding History

Capital Advisors Inc’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	-900	Closed	-$363K	–	326
2024 Q1	$363K	Hold	900	–	–	0.01%	222
2023 Q4	$359K	Buy	+900	New	+$316K	0.01%	229

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Advisors Inc's POOL Position: Q2 2024 in Review

Capital Advisors Inc sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 900 shares — an estimated $363K sold.

Capital Advisors Inc first reported a position in POOL in Q4 2023 and held it in 2 quarters. The position peaked at $363K in Q1 2024. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

Capital Advisors Inc reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
Capital Advisors Inc sold 900 Pool Corp shares in Q2 2024, an estimated $363K.
Capital Advisors Inc first reported a position in Pool Corp in Q4 2023 and held it in 2 quarters.
Capital Advisors Inc's Pool Corp position peaked at $363K in Q1 2024.
743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Capital Advisors Inc's 13F filing for Q2 2024, filed 31 Jul 2024.