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Insight Wealth Strategies’s Pool Corp POOL Stock Holding History

Insight Wealth Strategies’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
2019
Q2 		– Sell
-2,846
Closed -$470K – 169
2019
Q1 		$470K Buy
2,846
+41
+1% +$6.37K 0.13% 98
2018
Q4 		$417K Buy
+2,805
New +$420K 0.13% 97

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Insight Wealth Strategies's POOL Position: Q2 2019 in Review

Insight Wealth Strategies sold out of Pool Corp (POOL) in Q2 2019, closing a stake of 2,846 shares — an estimated $470K sold.

Insight Wealth Strategies first reported a position in POOL in Q4 2018 and held it in 2 quarters. The position peaked at $470K in Q1 2019. 379 funds tracked by Wall St. Rank hold POOL as of Q2 2019.

  • Insight Wealth Strategies reported no remaining Pool Corp position as of Q2 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,846 Pool Corp shares in Q2 2019, an estimated $470K.
  • Insight Wealth Strategies first reported a position in Pool Corp in Q4 2018 and held it in 2 quarters.
  • Insight Wealth Strategies's Pool Corp position peaked at $470K in Q1 2019.
  • 379 funds tracked by Wall St. Rank held Pool Corp as of Q2 2019.

Based on Insight Wealth Strategies's 13F filing for Q2 2019, filed 6 Aug 2019.