Frontier Wealth Management’s Pool Corp POOL Stock Holding History

Frontier Wealth Management’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	$1.89M	Sell	5,383 -1,056	-16%	-$419K	0.14%	124
2022 Q1	$2.65M	Buy	6,439 +1,014	+19%	+$474K	0.03%	96
2021 Q4	$3.07M	Buy	5,425 +23	+0.4%	+$12.1K	0.2%	90
2021 Q3	$2.35M	Sell	5,402 -15	-0.3%	-$7.11K	0.16%	106
2021 Q2	$2.48M	Buy	5,417 +22	+0.4%	+$9.26K	0.17%	102
2021 Q1	$1.86M	Buy	+5,395	New	+$1.88M	0.14%	113

Other funds holding POOL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Frontier Wealth Management's POOL Position: Q2 2022 in Review

Frontier Wealth Management reduced its Pool Corp (POOL) stake by 16% in Q2 2022, selling an estimated $419K and leaving 5,383 shares worth $1.89M. The position accounts for 0.14% of the portfolio, ranked #124.

Frontier Wealth Management first reported a position in POOL in Q1 2021 and has held it in 6 quarters since. The position peaked at $3.07M in Q4 2021. 671 funds tracked by Wall St. Rank hold POOL as of Q2 2022.

Frontier Wealth Management held 5,383 shares of Pool Corp worth $1.89M as of Q2 2022.
Frontier Wealth Management sold 1,056 Pool Corp shares in Q2 2022, an estimated $419K.
Pool Corp made up 0.14% of Frontier Wealth Management's portfolio in Q2 2022, its #124 holding.
Frontier Wealth Management first reported a position in Pool Corp in Q1 2021 and has held it in 6 quarters since.
Frontier Wealth Management's Pool Corp position peaked at $3.07M in Q4 2021.
671 funds tracked by Wall St. Rank held Pool Corp as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.