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Cetera Advisors’s Pool Corp POOL Stock Holding History

Cetera 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
Q1 		$782K Buy
1,939
+1,073
+124% +$419K 0.01% 1289
2023
Q4 		$345K Buy
866
+108
+14% +$37.9K ﹤0.01% 1344
2023
Q3 		$270K Buy
758
+60
+9% +$21.8K ﹤0.01% 1376
2023
Q2 		$261K Buy
+698
New +$239K ﹤0.01% 1373

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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Advisors's POOL Position: Q1 2024 in Review

Cetera Advisors increased its Pool Corp (POOL) stake by 124% in Q1 2024, buying an estimated $419K and bringing the position to 1,939 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #1289.

Cetera Advisors first reported a position in POOL in Q2 2023 and has held it in 4 quarters since. 772 funds tracked by Wall St. Rank hold POOL as of Q1 2024.

  • Cetera Advisors held 1,939 shares of Pool Corp worth $782K as of Q1 2024.
  • Cetera Advisors bought 1,073 Pool Corp shares in Q1 2024, an estimated $419K.
  • Pool Corp made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1289 holding.
  • Cetera Advisors first reported a position in Pool Corp in Q2 2023 and has held it in 4 quarters since.
  • 772 funds tracked by Wall St. Rank held Pool Corp as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.