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Capital Performance Advisors’s Pool Corp POOL Stock Holding History

Capital Performance 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
Q4 		– Sell
-1
Closed -$377 – 2012
2024
Q3 		$377 Buy
+1
New +$346 ﹤0.01% 2376

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Performance Advisors's POOL Position: Q4 2024 in Review

Capital Performance Advisors sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 1 share — an estimated $377 sold.

Capital Performance Advisors first reported a position in POOL in Q3 2024 and held it in 1 quarter. The position peaked at $377 in Q3 2024. 739 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

  • Capital Performance Advisors reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1 Pool Corp share in Q4 2024, an estimated $377.
  • Capital Performance Advisors first reported a position in Pool Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Pool Corp position peaked at $377 in Q3 2024.
  • 739 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.