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FGAM
Financial Gravity Asset Management’s
Pool Corp
POOL
Stock Holding History
Financial Gravity Asset 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
Q2
$307
Sell
1
-6
-86%
-$2.17K
﹤0.01%
1032
2024
Q1
$2.7K
Sell
7
-20
-74%
-$7.82K
﹤0.01%
1014
2023
Q4
$9.09K
Hold
27
–
–
﹤0.01%
796
2023
Q3
$8.78K
Sell
27
-348
-93%
-$127K
﹤0.01%
607
2023
Q2
$2.32K
Buy
375
+33
+10%
+$11.3K
0.01%
616
2023
Q1
$276
Buy
342
+40
+13%
+$14.2K
0.01%
558
2022
Q4
$2.2K
Sell
302
-1,606
-84%
-$509K
0.01%
522
2022
Q3
$257
Sell
1,908
-198
-9%
-$70.6K
0.01%
504
2022
Q2
$283
Buy
+2,106
New
+$835K
0.01%
479
2021
Q4
–
Sell
-21
Closed
-$434K
–
1000
2021
Q3
$434K
Hold
21
–
–
0.2%
89
2021
Q2
$459K
Sell
21
-1
-5%
-$421
0.16%
87
2021
Q1
$7.7K
Buy
+22
New
+$7.66K
0.16%
118
Other funds holding POOL
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
William Blair & Company
Chicago, Illinois
$34.9B AUM
18.88%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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