CIA
POOL icon

Concurrent Investment Advisors’s Pool Corp POOL Stock Holding History

Concurrent Investment 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
2026
Q1 		$1.72M Sell
8,480
-833
-9% -$196K 0.02% 671
2025
Q4 		$2.13M Buy
9,313
+913
+11% +$237K 0.02% 552
2025
Q3 		$2.6M Sell
8,400
-171
-2% -$53.6K 0.04% 393
2025
Q2 		$2.5M Hold
8,571
– – 0.05% 375
2025
Q1 		$2.73M Buy
8,571
+94
+1% +$31.9K 0.07% 303
2024
Q4 		$2.89M Sell
8,477
-150
-2% -$54.7K 0.08% 254
2024
Q3 		$3.25M Sell
8,627
-689
-7% -$238K 0.1% 218
2024
Q2 		$2.86M Buy
9,316
+7,981
+598% +$2.89M 0.09% 216
2024
Q1 		$538K Sell
1,335
-108
-7% -$42.2K 0.02% 530
2023
Q4 		$575K Buy
+1,443
New +$506K 0.03% 468

Other funds holding POOL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return