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Guardian Wealth Advisors (North Carolina)’s Pool Corp POOL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q2 		– Sell
-582
Closed -$235K – 456
2024
Q1 		$235K Buy
+582
New +$227K 0.03% 245

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Guardian Wealth Advisors (North Carolina)'s POOL Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 582 shares — an estimated $235K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in POOL in Q1 2024 and held it in 1 quarter. The position peaked at $235K in Q1 2024. 740 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 582 Pool Corp shares in Q2 2024, an estimated $235K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Pool Corp in Q1 2024 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Pool Corp position peaked at $235K in Q1 2024.
  • 740 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.