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Graves Light Lenhart Wealth’s Pool Corp POOL Stock Holding History

Graves Light Lenhart 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
2022
Q2 		– Sell
-334
Closed -$141K – 677
2022
Q1 		$141K Sell
334
-17
-5% -$7.94K 0.02% 215
2021
Q4 		$199K Hold
351
– – 0.03% 192
2021
Q3 		$152K Hold
351
– – 0.02% 206
2021
Q2 		$161K Hold
351
– – 0.03% 200
2021
Q1 		$121K Hold
351
– – 0.02% 244
2020
Q4 		$131K Buy
+351
New +$122K 0.02% 218

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 $3.38T AUM 44.17% 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

Graves Light Lenhart Wealth's POOL Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of Pool Corp (POOL) in Q2 2022, closing a stake of 334 shares — an estimated $141K sold.

Graves Light Lenhart Wealth first reported a position in POOL in Q4 2020 and held it in 6 quarters. The position peaked at $199K in Q4 2021. 671 funds tracked by Wall St. Rank hold POOL as of Q2 2022.

  • Graves Light Lenhart Wealth reported no remaining Pool Corp position as of Q2 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 334 Pool Corp shares in Q2 2022, an estimated $141K.
  • Graves Light Lenhart Wealth first reported a position in Pool Corp in Q4 2020 and held it in 6 quarters.
  • Graves Light Lenhart Wealth's Pool Corp position peaked at $199K in Q4 2021.
  • 671 funds tracked by Wall St. Rank held Pool Corp as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.