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First Trust Direct Indexing’s Pool Corp POOL Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-1,116
Closed -$420K – 679
2024
Q3 		$420K Buy
1,116
+162
+17% +$56K 0.02% 602
2024
Q2 		$293K Buy
954
+275
+41% +$99.6K 0.02% 675
2024
Q1 		$274K Buy
679
+71
+12% +$27.8K 0.02% 635
2023
Q4 		$242K Buy
608
+8
+1% +$2.81K 0.02% 646
2023
Q3 		$214K Buy
600
+28
+5% +$10.2K 0.02% 627
2023
Q2 		$214K Sell
572
-91
-14% -$31.1K 0.02% 639
2023
Q1 		$227K Buy
+663
New +$235K 0.03% 624
2022
Q3 		– Sell
-672
Closed -$236K – 667
2022
Q2 		$236K Sell
672
-137
-17% -$54.3K 0.03% 540
2022
Q1 		$342K Buy
809
+214
+36% +$99.9K 0.04% 465
2021
Q4 		$337K Buy
+595
New +$312K 0.04% 469
2021
Q1 		– Sell
-7
Closed -$3K – 841
2020
Q4 		$3K Buy
+7
New +$2.44K ﹤0.01% 1077

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

First Trust Direct Indexing's POOL Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 1,116 shares — an estimated $420K sold.

First Trust Direct Indexing first reported a position in POOL in Q4 2020 and held it in 11 quarters. The position peaked at $420K in Q3 2024. 742 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,116 Pool Corp shares in Q4 2024, an estimated $420K.
  • First Trust Direct Indexing first reported a position in Pool Corp in Q4 2020 and held it in 11 quarters.
  • First Trust Direct Indexing's Pool Corp position peaked at $420K in Q3 2024.
  • 742 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.