IWM
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IHT Wealth Management’s Pool Corp POOL Stock Holding History

IHT 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
Q1 		– Sell
-378
Closed -$214K – 829
2021
Q4 		$214K Buy
+378
New +$198K 0.02% 729
2017
Q3 		– Sell
-205
Closed -$733K – 1518
2017
Q2 		$733K Hold
205
– – 0.36% 69
2017
Q1 		$24K Buy
+205
New +$23K 0.02% 612

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

IHT Wealth Management's POOL Position: Q1 2022 in Review

IHT Wealth Management sold out of Pool Corp (POOL) in Q1 2022, closing a stake of 378 shares — an estimated $214K sold.

IHT Wealth Management first reported a position in POOL in Q1 2017 and held it in 3 quarters. The position peaked at $733K in Q2 2017. 712 funds tracked by Wall St. Rank hold POOL as of Q1 2022.

  • IHT Wealth Management reported no remaining Pool Corp position as of Q1 2022 after selling out during the quarter.
  • IHT Wealth Management sold 378 Pool Corp shares in Q1 2022, an estimated $214K.
  • IHT Wealth Management first reported a position in Pool Corp in Q1 2017 and held it in 3 quarters.
  • IHT Wealth Management's Pool Corp position peaked at $733K in Q2 2017.
  • 712 funds tracked by Wall St. Rank held Pool Corp as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.