Janiczek Wealth Management’s Pool Corp POOL Stock Holding History

Janiczek 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
2024 Q2	$308	Hold	1	–	–	﹤0.01%	1024
2024 Q1	$404	Hold	1	–	–	﹤0.01%	1021
2023 Q4	$399	Hold	1	–	–	﹤0.01%	1015
2023 Q3	$357	Hold	1	–	–	﹤0.01%	1004
2023 Q2	$375	Hold	1	–	–	﹤0.01%	932
2023 Q1	$331	Hold	1	–	–	﹤0.01%	936
2022 Q4	$347	Sell	1 -1	-50%	-$317	﹤0.01%	938
2022 Q3	$1K	Sell	2 -3	-60%	-$1.07K	﹤0.01%	863
2022 Q2	$2K	Sell	5 -19	-79%	-$7.53K	﹤0.01%	795
2022 Q1	$10K	Sell	24 -9	-27%	-$4.2K	﹤0.01%	578
2021 Q4	$19K	Buy	33 +8	+32%	+$4.19K	0.01%	492
2021 Q3	$11K	Buy	25 +2	+9%	+$948	﹤0.01%	559
2021 Q2	$11K	Hold	23	–	–	﹤0.01%	540
2021 Q1	$8K	Sell	23 -17	-43%	-$5.92K	﹤0.01%	576
2020 Q4	$15K	Buy	40 +32	+400%	+$11.2K	0.01%	394
2020 Q3	$3K	Buy	+8	New	+$2.47K	﹤0.01%	461

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janiczek Wealth Management's POOL Position: Q2 2024 in Review

Janiczek Wealth Management held its Pool Corp (POOL) position steady in Q2 2024 at 1 share worth $308. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Janiczek Wealth Management first reported a position in POOL in Q3 2020 and has held it in 16 quarters since. The position peaked at $19K in Q4 2021. 740 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

Janiczek Wealth Management held 1 share of Pool Corp worth $308 as of Q2 2024.
Janiczek Wealth Management left its Pool Corp share count unchanged in Q2 2024.
Pool Corp made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1024 holding.
Janiczek Wealth Management first reported a position in Pool Corp in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Pool Corp position peaked at $19K in Q4 2021.
740 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.