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Colonial Trust Advisors’s Pool Corp POOL Stock Holding History

Colonial Trust 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
Q2 		– Sell
-71
Closed -$28.6K – 954
2024
Q1 		$28.6K Buy
+71
New +$27.8K ﹤0.01% 405
2023
Q4 		– Sell
-33
Closed -$11.8K – 940
2023
Q3 		$11.8K Hold
33
– – ﹤0.01% 493
2023
Q2 		$12.4K Hold
33
– – ﹤0.01% 500
2023
Q1 		$11.3K Hold
33
– – ﹤0.01% 495
2022
Q4 		$9.98K Buy
+33
New +$10.5K ﹤0.01% 517

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Colonial Trust Advisors's POOL Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 71 shares — an estimated $28.6K sold.

Colonial Trust Advisors first reported a position in POOL in Q4 2022 and held it in 5 quarters. The position peaked at $28.6K in Q1 2024. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 71 Pool Corp shares in Q2 2024, an estimated $28.6K.
  • Colonial Trust Advisors first reported a position in Pool Corp in Q4 2022 and held it in 5 quarters.
  • Colonial Trust Advisors's Pool Corp position peaked at $28.6K in Q1 2024.
  • 743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.