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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Pool Corp POOL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-11
Closed -$3.38K – 407
2024
Q2 		$3.38K Hold
11
– – ﹤0.01% 314
2024
Q1 		$4.44K Hold
11
– – ﹤0.01% 306
2023
Q4 		$4.39K Hold
11
– – ﹤0.01% 279
2023
Q3 		$3.92K Hold
11
– – ﹤0.01% 229
2023
Q2 		$4.12K Hold
11
– – ﹤0.01% 232
2023
Q1 		$3.77K Buy
+11
New +$3.9K ﹤0.01% 254

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 $34B AUM 6.31% 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s POOL Position: Q3 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 11 shares — an estimated $3.38K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in POOL in Q1 2023 and held it in 6 quarters. The position peaked at $4.44K in Q1 2024. 718 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 11 Pool Corp shares in Q3 2024, an estimated $3.38K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Pool Corp in Q1 2023 and held it in 6 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Pool Corp position peaked at $4.44K in Q1 2024.
  • 718 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2024, filed 7 Aug 2026.