Legacy Wealth Asset Management’s Pool Corp POOL Stock Holding History

Legacy Wealth Asset 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 Q4	–	Sell	-758	Closed	-$286K	–	359
2024 Q3	$286K	Buy	758 +18	+2%	+$6.23K	0.08%	311
2024 Q2	$227K	Buy	740 +4	+0.5%	+$1.45K	0.06%	321
2024 Q1	$297K	Sell	736 -3	-0.4%	-$1.17K	0.08%	297
2023 Q4	$295K	Sell	739 -6	-0.8%	-$2.1K	0.1%	294
2023 Q3	$265K	Buy	745 +15	+2%	+$5.46K	0.1%	290
2023 Q2	$273K	Buy	730 +17	+2%	+$5.81K	0.1%	293
2023 Q1	$244K	Sell	713 -1	-0.1%	-$355	0.09%	308
2022 Q4	$216K	Sell	714 -69	-9%	-$21.9K	0.08%	319
2022 Q3	$249K	Sell	783 -9	-1%	-$3.21K	0.11%	285
2022 Q2	$278K	Buy	792 +18	+2%	+$7.14K	0.11%	242
2022 Q1	$327K	Buy	774 +7	+0.9%	+$3.27K	0.12%	239
2021 Q4	$434K	Sell	767 -33	-4%	-$17.3K	0.15%	217
2021 Q3	$348K	Buy	800 +15	+2%	+$7.11K	0.16%	222
2021 Q2	$360K	Sell	785 -86	-10%	-$36.2K	0.16%	228
2021 Q1	$301K	Buy	871 +2	+0.2%	+$697	0.14%	243
2020 Q4	$324K	Buy	+869	New	+$303K	0.16%	224

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 $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Legacy Wealth Asset Management's POOL Position: Q4 2024 in Review

Legacy Wealth Asset Management sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 758 shares — an estimated $286K sold.

Legacy Wealth Asset Management first reported a position in POOL in Q4 2020 and held it in 16 quarters. The position peaked at $434K in Q4 2021. 742 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

Legacy Wealth Asset Management reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
Legacy Wealth Asset Management sold 758 Pool Corp shares in Q4 2024, an estimated $286K.
Legacy Wealth Asset Management first reported a position in Pool Corp in Q4 2020 and held it in 16 quarters.
Legacy Wealth Asset Management's Pool Corp position peaked at $434K in Q4 2021.
742 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.