FirstPurpose Wealth’s Pool Corp POOL Stock Holding History

FirstPurpose Wealth’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 Q1	$369K	Sell	967 -25	-3%	-$9.77K	0.13%	139
2023 Q4	$396K	Sell	992 -3	-0.3%	-$1.05K	0.15%	123
2023 Q3	$354K	Buy	995 +25	+3%	+$9.1K	0.15%	115
2023 Q2	$363K	Buy	970 +223	+30%	+$76.2K	0.16%	111
2023 Q1	$256K	Buy	+747	New	+$265K	0.13%	148
2022 Q1	–	Sell	-407	Closed	-$230K	–	154
2021 Q4	$230K	Buy	+407	New	+$213K	0.14%	120

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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

JP Morgan Chase New York $1.56T 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FirstPurpose Wealth's POOL Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Pool Corp (POOL) stake by 2.5% in Q1 2024, selling an estimated $9.77K and leaving 967 shares worth $369K. The position accounts for 0.13% of the portfolio, ranked #139.

FirstPurpose Wealth first reported a position in POOL in Q4 2021 and has held it in 6 quarters since. The position peaked at $396K in Q4 2023. 770 funds tracked by Wall St. Rank hold POOL as of Q1 2024.

FirstPurpose Wealth held 967 shares of Pool Corp worth $369K as of Q1 2024.
FirstPurpose Wealth sold 25 Pool Corp shares in Q1 2024, an estimated $9.77K.
Pool Corp made up 0.13% of FirstPurpose Wealth's portfolio in Q1 2024, its #139 holding.
FirstPurpose Wealth first reported a position in Pool Corp in Q4 2021 and has held it in 6 quarters since.
FirstPurpose Wealth's Pool Corp position peaked at $396K in Q4 2023.
770 funds tracked by Wall St. Rank held Pool Corp as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.