Claraphi Advisory Network’s Pool Corp POOL Stock Holding History

Claraphi Advisory Network’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
2022 Q1	–	Sell	-445	Closed	-$251K	–	327
2021 Q4	$251K	Sell	445 -148	-25%	-$77.6K	0.09%	248
2021 Q3	$257K	Buy	+593	New	+$281K	0.09%	251
2020 Q3	–	Sell	-1,076	Closed	-$293K	–	297
2020 Q2	$293K	Buy	1,076 +72	+7%	+$16.7K	0.13%	164
2020 Q1	$197K	Buy	1,004 +20	+2%	+$4.26K	0.09%	196
2019 Q4	$209K	Sell	984 -14	-1%	-$2.89K	0.13%	178
2019 Q3	$201K	Sell	998 -200	-17%	-$38.6K	0.12%	195
2019 Q2	$229K	Sell	1,198 -99	-8%	-$17.9K	0.13%	196
2019 Q1	$214K	Sell	1,297 -242	-16%	-$37.6K	0.13%	197
2018 Q4	$229K	Sell	1,539 -229	-13%	-$34.3K	0.18%	158
2018 Q3	$295K	Buy	1,768 +114	+7%	+$18.5K	0.16%	171
2018 Q2	$250K	Buy	1,654 +95	+6%	+$13.9K	0.16%	192
2018 Q1	$228K	Buy	+1,559	New	+$215K	0.16%	207

Other funds holding POOL

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

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Claraphi Advisory Network's POOL Position: Q1 2022 in Review

Claraphi Advisory Network sold out of Pool Corp (POOL) in Q1 2022, closing a stake of 445 shares — an estimated $251K sold.

Claraphi Advisory Network first reported a position in POOL in Q1 2018 and held it in 12 quarters. The position peaked at $295K in Q3 2018. 712 funds tracked by Wall St. Rank hold POOL as of Q1 2022.

Claraphi Advisory Network reported no remaining Pool Corp position as of Q1 2022 after selling out during the quarter.
Claraphi Advisory Network sold 445 Pool Corp shares in Q1 2022, an estimated $251K.
Claraphi Advisory Network first reported a position in Pool Corp in Q1 2018 and held it in 12 quarters.
Claraphi Advisory Network's Pool Corp position peaked at $295K in Q3 2018.
712 funds tracked by Wall St. Rank held Pool Corp as of Q1 2022.

Based on Claraphi Advisory Network's 13F filing for Q1 2022, filed 12 May 2022.