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Kingswood Wealth Advisors’s Pool Corp POOL Stock Holding History

Kingswood 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
2024
Q4 		– Sell
-3,753
Closed -$1.41M – 879
2024
Q3 		$1.41M Sell
3,753
-245
-6% -$84.8K 0.1% 230
2024
Q2 		$1.23M Sell
3,998
-248
-6% -$89.8K 0.11% 196
2024
Q1 		$1.71M Sell
4,246
-346
-8% -$135K 0.2% 125
2023
Q4 		$1.83M Sell
4,592
-17
-0.4% -$5.96K 0.21% 114
2023
Q3 		$1.64M Buy
+4,609
New +$1.68M 0.28% 96

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Kingswood Wealth Advisors's POOL Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 3,753 shares — an estimated $1.41M sold.

Kingswood Wealth Advisors first reported a position in POOL in Q3 2023 and held it in 5 quarters. The position peaked at $1.83M in Q4 2023. 742 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,753 Pool Corp shares in Q4 2024, an estimated $1.41M.
  • Kingswood Wealth Advisors first reported a position in Pool Corp in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Pool Corp position peaked at $1.83M in Q4 2023.
  • 742 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.