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Fiduciary Alliance’s Pool Corp POOL Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-125
Closed -$46.8K – 734
2023
Q2 		$46.8K Buy
+125
New +$42.7K 0.01% 324
2023
Q1 		– Sell
-45
Closed -$13.6K – 670
2022
Q4 		$13.6K Buy
+45
New +$14.3K ﹤0.01% 357

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fiduciary Alliance's POOL Position: Q3 2023 in Review

Fiduciary Alliance sold out of Pool Corp (POOL) in Q3 2023, closing a stake of 125 shares — an estimated $46.8K sold.

Fiduciary Alliance first reported a position in POOL in Q4 2022 and held it in 2 quarters. The position peaked at $46.8K in Q2 2023. 723 funds tracked by Wall St. Rank hold POOL as of Q3 2023.

  • Fiduciary Alliance reported no remaining Pool Corp position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 125 Pool Corp shares in Q3 2023, an estimated $46.8K.
  • Fiduciary Alliance first reported a position in Pool Corp in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Pool Corp position peaked at $46.8K in Q2 2023.
  • 723 funds tracked by Wall St. Rank held Pool Corp as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.