Connecticut Wealth Management’s Pool Corp POOL Stock Holding History

Connecticut Wealth Management’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 Q3	–	Sell	-771	Closed	-$237K	–	333
2024 Q2	$237K	Sell	771 -10	-1%	-$3.62K	0.01%	296
2024 Q1	$315K	Hold	781	–	–	0.02%	262
2023 Q4	$311K	Buy	781 +10	+1%	+$3.51K	0.02%	265
2023 Q3	$275K	Hold	771	–	–	0.02%	242
2023 Q2	$289K	Hold	771	–	–	0.02%	211
2023 Q1	$264K	Hold	771	–	–	0.02%	212
2022 Q4	$233K	Hold	771	–	–	0.02%	182
2022 Q3	$245K	Buy	+771	New	+$275K	0.02%	170
2022 Q2	–	Sell	-475	Closed	-$201K	–	197
2022 Q1	$201K	Buy	475 +2	+0.4%	+$934	0.02%	186
2021 Q4	$268K	Sell	473 -154	-25%	-$80.7K	0.02%	169
2021 Q3	$272K	Hold	627	–	–	0.02%	166
2021 Q2	$288K	Buy	627 +16	+3%	+$6.74K	0.03%	154
2021 Q1	$211K	Hold	611	–	–	0.02%	167
2020 Q4	$228K	Hold	611	–	–	0.02%	170
2020 Q3	$204K	Buy	+611	New	+$189K	0.02%	193

Other funds holding POOL

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

Connecticut Wealth Management's POOL Position: Q3 2024 in Review

Connecticut Wealth Management sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 771 shares — an estimated $237K sold.

Connecticut Wealth Management first reported a position in POOL in Q3 2020 and held it in 15 quarters. The position peaked at $315K in Q1 2024. 719 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

Connecticut Wealth Management reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
Connecticut Wealth Management sold 771 Pool Corp shares in Q3 2024, an estimated $237K.
Connecticut Wealth Management first reported a position in Pool Corp in Q3 2020 and held it in 15 quarters.
Connecticut Wealth Management's Pool Corp position peaked at $315K in Q1 2024.
719 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Connecticut Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.