Empirical Wealth Management’s Pool Corp POOL Stock Holding History

Empirical 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
2022 Q2	–	Sell	-493	Closed	-$208K	–	516
2022 Q1	$208K	Sell	493 -128	-21%	-$59.8K	0.01%	467
2021 Q4	$351K	Sell	621 -436	-41%	-$229K	0.02%	397
2021 Q3	$459K	Sell	1,057 -713	-40%	-$338K	0.03%	315
2021 Q2	$812K	Buy	1,770 +459	+35%	+$193K	0.05%	216
2021 Q1	$453K	Buy	+1,311	New	+$457K	0.04%	264

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Empirical Wealth Management's POOL Position: Q2 2022 in Review

Empirical Wealth Management sold out of Pool Corp (POOL) in Q2 2022, closing a stake of 493 shares — an estimated $208K sold.

Empirical Wealth Management first reported a position in POOL in Q1 2021 and held it in 5 quarters. The position peaked at $812K in Q2 2021. 671 funds tracked by Wall St. Rank hold POOL as of Q2 2022.

Empirical Wealth Management reported no remaining Pool Corp position as of Q2 2022 after selling out during the quarter.
Empirical Wealth Management sold 493 Pool Corp shares in Q2 2022, an estimated $208K.
Empirical Wealth Management first reported a position in Pool Corp in Q1 2021 and held it in 5 quarters.
Empirical Wealth Management's Pool Corp position peaked at $812K in Q2 2021.
671 funds tracked by Wall St. Rank held Pool Corp as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.