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Fortis Capital Advisors’s Pool Corp POOL Stock Holding History

Fortis 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
2023
Q2 		– Sell
-166
Closed -$56.8K – 483
2023
Q1 		$56.8K Sell
166
-17
-9% -$6.03K 0.03% 264
2022
Q4 		$55.3K Buy
+183
New +$58K 0.03% 286

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fortis Capital Advisors's POOL Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Pool Corp (POOL) in Q2 2023, closing a stake of 166 shares — an estimated $56.8K sold.

Fortis Capital Advisors first reported a position in POOL in Q4 2022 and held it in 2 quarters. The position peaked at $56.8K in Q1 2023. 705 funds tracked by Wall St. Rank hold POOL as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Pool Corp position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 166 Pool Corp shares in Q2 2023, an estimated $56.8K.
  • Fortis Capital Advisors first reported a position in Pool Corp in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Pool Corp position peaked at $56.8K in Q1 2023.
  • 705 funds tracked by Wall St. Rank held Pool Corp as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.