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JNBA Financial Advisors’s Pool Corp POOL Stock Holding History

JNBA Financial 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
2024
Q1 		– Sell
-3
Closed -$1.2K – 719
2023
Q4 		$1.2K Hold
3
– – ﹤0.01% 638
2023
Q3 		$1.07K Hold
3
– – ﹤0.01% 664
2023
Q2 		$1.12K Hold
3
– – ﹤0.01% 648
2023
Q1 		$1.03K Buy
+3
New +$1.06K ﹤0.01% 657
2021
Q4 		– Sell
-15
Closed -$7K – 863
2021
Q3 		$7K Buy
+15
New +$7.11K ﹤0.01% 552
2016
Q4 		– Sell
-329
Closed -$31K – 1108
2016
Q3 		$31K Buy
+329
New +$32.3K ﹤0.01% 670

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JNBA Financial Advisors's POOL Position: Q1 2024 in Review

JNBA Financial Advisors sold out of Pool Corp (POOL) in Q1 2024, closing a stake of 3 shares — an estimated $1.2K sold.

JNBA Financial Advisors first reported a position in POOL in Q3 2016 and held it in 6 quarters. The position peaked at $31K in Q3 2016. 772 funds tracked by Wall St. Rank hold POOL as of Q1 2024.

  • JNBA Financial Advisors reported no remaining Pool Corp position as of Q1 2024 after selling out during the quarter.
  • JNBA Financial Advisors sold 3 Pool Corp shares in Q1 2024, an estimated $1.2K.
  • JNBA Financial Advisors first reported a position in Pool Corp in Q3 2016 and held it in 6 quarters.
  • JNBA Financial Advisors's Pool Corp position peaked at $31K in Q3 2016.
  • 772 funds tracked by Wall St. Rank held Pool Corp as of Q1 2024.

Based on JNBA Financial Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.