FinTrust Capital Advisors’s Pool Corp POOL Stock Holding History

FinTrust Capital Advisors’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 Q3	$6.03K	Hold	16	–	–	﹤0.01%	1054
2024 Q2	$4.92K	Hold	16	–	–	﹤0.01%	1056
2024 Q1	$6.46K	Hold	16	–	–	﹤0.01%	937
2023 Q4	$6.38K	Buy	+16	New	+$5.61K	﹤0.01%	907
2022 Q2	–	Sell	-24	Closed	-$10K	–	1288
2022 Q1	$10K	Hold	24	–	–	﹤0.01%	950
2021 Q4	$14K	Hold	24	–	–	﹤0.01%	846
2021 Q3	$10K	Hold	24	–	–	﹤0.01%	916
2021 Q2	$11K	Buy	+24	New	+$10.1K	﹤0.01%	923
2019 Q2	–	Sell	-56	Closed	-$9K	–	1205
2019 Q1	$9K	Sell	56 -56	-50%	-$8.69K	﹤0.01%	806
2018 Q4	$17K	Buy	+112	New	+$16.8K	0.01%	648

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

FinTrust Capital Advisors's POOL Position: Q3 2024 in Review

FinTrust Capital Advisors held its Pool Corp (POOL) position steady in Q3 2024 at 16 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

FinTrust Capital Advisors first reported a position in POOL in Q4 2018 and has held it in 10 quarters since. The position peaked at $17K in Q4 2018. 719 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

FinTrust Capital Advisors held 16 shares of Pool Corp worth $6.03K as of Q3 2024.
FinTrust Capital Advisors left its Pool Corp share count unchanged in Q3 2024.
Pool Corp made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1054 holding.
FinTrust Capital Advisors first reported a position in Pool Corp in Q4 2018 and has held it in 10 quarters since.
FinTrust Capital Advisors's Pool Corp position peaked at $17K in Q4 2018.
719 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.