FGAM
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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 Hold
1
– – ﹤0.01% 1032
2024
Q1 		$313 Buy
+1
New +$391 ﹤0.01% 901
2023
Q4 		– Hold
0
– – – 981
2021
Q3 		$434K Hold
21
– – 0.2% 89
2021
Q2 		$459K Buy
+21
New +$8.84K 0.16% 87

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's POOL Position: Q2 2024 in Review

Financial Gravity Asset Management held its Pool Corp (POOL) position steady in Q2 2024 at 1 share worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Financial Gravity Asset Management first reported a position in POOL in Q2 2021 and has held it in 4 quarters since. The position peaked at $459K in Q2 2021. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

  • Financial Gravity Asset Management held 1 share of Pool Corp worth $307 as of Q2 2024.
  • Financial Gravity Asset Management left its Pool Corp share count unchanged in Q2 2024.
  • Pool Corp made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #1032 holding.
  • Financial Gravity Asset Management first reported a position in Pool Corp in Q2 2021 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's Pool Corp position peaked at $459K in Q2 2021.
  • 743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.