FFA
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First Foundation Advisors’s Pool Corp POOL Stock Holding History

First Foundation 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 		– Sell
-6,703
Closed -$2.06M – 427
2024
Q2 		$2.06M Buy
6,703
+350
+6% +$127K 0.08% 116
2024
Q1 		$2.56M Buy
6,353
+478
+8% +$187K 0.1% 105
2023
Q4 		$2.34M Buy
5,875
+177
+3% +$62.1K 0.11% 109
2023
Q3 		$2.03M Buy
+5,698
New +$2.07M 0.09% 123

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

First Foundation Advisors's POOL Position: Q3 2024 in Review

First Foundation Advisors sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 6,703 shares — an estimated $2.06M sold.

First Foundation Advisors first reported a position in POOL in Q3 2023 and held it in 4 quarters. The position peaked at $2.56M in Q1 2024. 719 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

  • First Foundation Advisors reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 6,703 Pool Corp shares in Q3 2024, an estimated $2.06M.
  • First Foundation Advisors first reported a position in Pool Corp in Q3 2023 and held it in 4 quarters.
  • First Foundation Advisors's Pool Corp position peaked at $2.56M in Q1 2024.
  • 719 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.