Intercontinental Wealth Advisors’s Pool Corp POOL Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$719K	Buy	1,920 +70	+4%	+$23.9K	0.17%	136
2023 Q1	$634K	Sell	1,850 -36	-2%	-$12.8K	0.16%	148
2022 Q4	$570K	Buy	1,886 +204	+12%	+$64.6K	0.17%	140
2022 Q3	$535K	Buy	1,682 +28	+2%	+$9.99K	0.17%	140
2022 Q2	$581K	Sell	1,654 -20	-1%	-$7.93K	0.16%	143
2022 Q1	$708K	Buy	1,674 +11	+0.7%	+$5.14K	0.16%	129
2021 Q4	$941K	Buy	1,663 +717	+76%	+$376K	0.2%	103
2021 Q3	$411K	Sell	946 -144	-13%	-$68.3K	0.1%	193
2021 Q2	$500K	Buy	1,090 +121	+12%	+$50.9K	0.1%	180
2021 Q1	$335K	Sell	969 -20	-2%	-$6.97K	0.07%	198
2020 Q4	$368K	Buy	989 +388	+65%	+$135K	0.09%	176
2020 Q3	$201K	Buy	+601	New	+$186K	0.06%	194

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Intercontinental Wealth Advisors's POOL Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Pool Corp (POOL) stake by 3.8% in Q2 2023, buying an estimated $23.9K and bringing the position to 1,920 shares worth $719K. The position accounts for 0.17% of the portfolio, ranked #136.

Intercontinental Wealth Advisors first reported a position in POOL in Q3 2020 and has held it in 12 quarters since. The position peaked at $941K in Q4 2021. 706 funds tracked by Wall St. Rank hold POOL as of Q2 2023.

Intercontinental Wealth Advisors held 1,920 shares of Pool Corp worth $719K as of Q2 2023.
Intercontinental Wealth Advisors bought 70 Pool Corp shares in Q2 2023, an estimated $23.9K.
Pool Corp made up 0.17% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #136 holding.
Intercontinental Wealth Advisors first reported a position in Pool Corp in Q3 2020 and has held it in 12 quarters since.
Intercontinental Wealth Advisors's Pool Corp position peaked at $941K in Q4 2021.
706 funds tracked by Wall St. Rank held Pool Corp as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.