CPA
POOL icon

Clear Point Advisors’s Pool Corp POOL Stock Holding History

Clear Point 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
-5
Closed -$1.96K – 421
2024
Q3 		$1.96K Hold
5
– – ﹤0.01% 447
2024
Q2 		$1.59K Hold
5
– – ﹤0.01% 450
2024
Q1 		$2.09K Hold
5
– – ﹤0.01% 438
2023
Q4 		$2.06K Buy
+5
New +$1.75K ﹤0.01% 420

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Clear Point Advisors's POOL Position: Q4 2024 in Review

Clear Point Advisors sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 5 shares — an estimated $1.96K sold.

Clear Point Advisors first reported a position in POOL in Q4 2023 and held it in 4 quarters. The position peaked at $2.09K in Q1 2024. 742 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

  • Clear Point Advisors reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 5 Pool Corp shares in Q4 2024, an estimated $1.96K.
  • Clear Point Advisors first reported a position in Pool Corp in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Pool Corp position peaked at $2.09K in Q1 2024.
  • 742 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.