Lenox Wealth Advisors’s Pool Corp POOL Stock Holding History

Lenox 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
2022 Q1	$7K	Hold	16	–	–	﹤0.01%	531
2021 Q4	$9K	Hold	16	–	–	﹤0.01%	530
2021 Q3	$7K	Hold	16	–	–	﹤0.01%	518
2021 Q2	$7K	Sell	16 -15	-48%	-$6.32K	﹤0.01%	513
2021 Q1	$11K	Buy	31 +15	+94%	+$5.22K	﹤0.01%	403
2020 Q4	$6K	Hold	16	–	–	﹤0.01%	488
2020 Q3	$5K	Buy	+16	New	+$4.95K	﹤0.01%	442
2020 Q2	–	Sell	-16	Closed	-$3K	–	748
2020 Q1	$3K	Buy	+16	New	+$3.41K	﹤0.01%	524
2019 Q2	–	Sell	-17	Closed	-$3K	–	540
2019 Q1	$3K	Buy	+17	New	+$2.64K	﹤0.01%	474
2018 Q2	–	Sell	-7	Closed	-$1K	–	621
2018 Q1	$1K	Buy	+7	New	+$964	﹤0.01%	522

Other funds holding POOL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Select Equity Group New York $19.5B AUM 17.33% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lenox Wealth Advisors's POOL Position: Q1 2022 in Review

Lenox Wealth Advisors held its Pool Corp (POOL) position steady in Q1 2022 at 16 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Lenox Wealth Advisors first reported a position in POOL in Q1 2018 and has held it in 10 quarters since. The position peaked at $11K in Q1 2021. 712 funds tracked by Wall St. Rank hold POOL as of Q1 2022.

Lenox Wealth Advisors held 16 shares of Pool Corp worth $7K as of Q1 2022.
Lenox Wealth Advisors left its Pool Corp share count unchanged in Q1 2022.
Pool Corp made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #531 holding.
Lenox Wealth Advisors first reported a position in Pool Corp in Q1 2018 and has held it in 10 quarters since.
Lenox Wealth Advisors's Pool Corp position peaked at $11K in Q1 2021.
712 funds tracked by Wall St. Rank held Pool Corp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.