FAG
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Fortitude Advisory Group’s Pool Corp POOL Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-192
Closed -$82K – 990
2022
Q1 		$82K Buy
192
+38
+25% +$17.7K 0.04% 394
2021
Q4 		$89K Buy
+154
New +$80.7K 0.04% 371

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fortitude Advisory Group's POOL Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Pool Corp (POOL) in Q2 2022, closing a stake of 192 shares — an estimated $82K sold.

Fortitude Advisory Group first reported a position in POOL in Q4 2021 and held it in 2 quarters. The position peaked at $89K in Q4 2021. 671 funds tracked by Wall St. Rank hold POOL as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Pool Corp position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 192 Pool Corp shares in Q2 2022, an estimated $82K.
  • Fortitude Advisory Group first reported a position in Pool Corp in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Pool Corp position peaked at $89K in Q4 2021.
  • 671 funds tracked by Wall St. Rank held Pool Corp as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.