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Delta Financial Advisors’s Pool Corp POOL Stock Holding History

Delta Financial 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
2022
Q1 		– Sell
-376
Closed -$213K – 121
2021
Q4 		$213K Buy
+376
New +$197K 0.09% 117
2020
Q1 		– Sell
-1,873
Closed -$398K – 105
2019
Q4 		$398K Sell
1,873
-239
-11% -$49.3K 0.16% 98
2019
Q3 		$426K Sell
2,112
-105
-5% -$20.2K 0.17% 101
2019
Q2 		$423K Buy
+2,217
New +$400K 0.17% 96

Other funds holding POOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Delta Financial Advisors's POOL Position: Q1 2022 in Review

Delta Financial Advisors sold out of Pool Corp (POOL) in Q1 2022, closing a stake of 376 shares — an estimated $213K sold.

Delta Financial Advisors first reported a position in POOL in Q2 2019 and held it in 4 quarters. The position peaked at $426K in Q3 2019. 712 funds tracked by Wall St. Rank hold POOL as of Q1 2022.

  • Delta Financial Advisors reported no remaining Pool Corp position as of Q1 2022 after selling out during the quarter.
  • Delta Financial Advisors sold 376 Pool Corp shares in Q1 2022, an estimated $213K.
  • Delta Financial Advisors first reported a position in Pool Corp in Q2 2019 and held it in 4 quarters.
  • Delta Financial Advisors's Pool Corp position peaked at $426K in Q3 2019.
  • 712 funds tracked by Wall St. Rank held Pool Corp as of Q1 2022.

Based on Delta Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.