Lake Point Wealth Management’s Pool Corp POOL Stock Holding History

Lake Point 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
2022 Q2	$41K	Hold	116	–	–	0.02%	76
2022 Q1	$49K	Hold	116	–	–	0.02%	68
2021 Q4	$65K	Buy	116 +1	+0.9%	+$524	0.03%	62
2021 Q3	$50K	Hold	115	–	–	0.02%	64
2021 Q2	$53K	Buy	+115	New	+$48.4K	0.02%	59
2020 Q1	$22K	Hold	114	–	–	0.02%	78
2019 Q4	$24K	Buy	+114	New	+$23.5K	0.01%	191
2019 Q2	$22K	Hold	113	–	–	0.01%	233
2019 Q1	$22K	Hold	113	–	–	0.01%	233
2018 Q4	$17K	Buy	+113	New	+$16.9K	0.01%	373

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Lake Point Wealth Management's POOL Position: Q2 2022 in Review

Lake Point Wealth Management held its Pool Corp (POOL) position steady in Q2 2022 at 116 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #76.

Lake Point Wealth Management first reported a position in POOL in Q4 2018 and has held it in 10 quarters since. The position peaked at $65K in Q4 2021. 671 funds tracked by Wall St. Rank hold POOL as of Q2 2022.

Lake Point Wealth Management held 116 shares of Pool Corp worth $41K as of Q2 2022.
Lake Point Wealth Management left its Pool Corp share count unchanged in Q2 2022.
Pool Corp made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #76 holding.
Lake Point Wealth Management first reported a position in Pool Corp in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Pool Corp position peaked at $65K in Q4 2021.
671 funds tracked by Wall St. Rank held Pool Corp as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.