Heritage Wealth Management (Arizona)’s Pool Corp POOL Stock Holding History

Heritage Wealth Management (Arizona)’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	$384K	Sell	1,250 -167	-12%	-$60.5K	0.21%	95
2024 Q1	$572K	Sell	1,417 -94	-6%	-$36.7K	0.29%	74
2023 Q4	$602K	Buy	+1,511	New	+$530K	0.33%	72
2022 Q4	$1.31M	Buy	4,321 +2,745	+174%	+$869K	0.19%	86
2022 Q3	$502K	Sell	1,576 -40	-2%	-$14.3K	0.16%	97
2022 Q2	$568K	Buy	1,616 +203	+14%	+$80.5K	0.19%	87
2022 Q1	$598K	Buy	+1,413	New	+$660K	0.16%	99
2021 Q3	$338K	Buy	777 +108	+16%	+$51.2K	0.12%	137
2021 Q2	$307K	Buy	+669	New	+$282K	0.12%	147

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s POOL Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Pool Corp (POOL) stake by 12% in Q2 2024, selling an estimated $60.5K and leaving 1,250 shares worth $384K. The position accounts for 0.21% of the portfolio, ranked #95.

Heritage Wealth Management (Arizona) first reported a position in POOL in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2022. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

Heritage Wealth Management (Arizona) held 1,250 shares of Pool Corp worth $384K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 167 Pool Corp shares in Q2 2024, an estimated $60.5K.
Pool Corp made up 0.21% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #95 holding.
Heritage Wealth Management (Arizona) first reported a position in Pool Corp in Q2 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s Pool Corp position peaked at $1.31M in Q4 2022.
743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.