DiNuzzo Private Wealth’s Pool Corp POOL Stock Holding History

DiNuzzo Private Wealth’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 Q2	$215	Hold	1	–	–	﹤0.01%	1245
2026 Q1	$203	Hold	1	–	–	﹤0.01%	1236
2025 Q4	$229	Sell	1 -5	-83%	-$1.3K	﹤0.01%	1248
2025 Q3	$1.86K	Hold	6	–	–	﹤0.01%	655
2025 Q2	$1.75K	Sell	6 -1	-14%	-$302	﹤0.01%	658
2025 Q1	$2.23K	Hold	7	–	–	﹤0.01%	555
2024 Q4	$2.39K	Hold	7	–	–	﹤0.01%	533
2024 Q3	$2.64K	Hold	7	–	–	﹤0.01%	516
2024 Q2	$2.15K	Buy	7 +1	+17%	+$362	﹤0.01%	497
2024 Q1	$2.42K	Hold	6	–	–	﹤0.01%	407
2023 Q4	$2.39K	Buy	+6	New	+$2.1K	﹤0.01%	378

Other funds holding POOL

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Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return