IAA
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Independent Advisor Alliance’s Pool Corp POOL Stock Holding History

Independent Advisor Alliance’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
2023
Q3 		– Sell
-971
Closed -$364K – 691
2023
Q2 		$364K Buy
971
+29
+3% +$9.91K 0.02% 488
2023
Q1 		$323K Buy
+942
New +$334K 0.02% 503

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Independent Advisor Alliance's POOL Position: Q3 2023 in Review

Independent Advisor Alliance sold out of Pool Corp (POOL) in Q3 2023, closing a stake of 971 shares — an estimated $364K sold.

Independent Advisor Alliance first reported a position in POOL in Q1 2023 and held it in 2 quarters. The position peaked at $364K in Q2 2023. 723 funds tracked by Wall St. Rank hold POOL as of Q3 2023.

  • Independent Advisor Alliance reported no remaining Pool Corp position as of Q3 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 971 Pool Corp shares in Q3 2023, an estimated $364K.
  • Independent Advisor Alliance first reported a position in Pool Corp in Q1 2023 and held it in 2 quarters.
  • Independent Advisor Alliance's Pool Corp position peaked at $364K in Q2 2023.
  • 723 funds tracked by Wall St. Rank held Pool Corp as of Q3 2023.

Based on Independent Advisor Alliance's 13F filing for Q3 2023, filed 24 Oct 2023.