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LGT Financial Advisors’s Pool Corp POOL Stock Holding History

LGT 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
2025
Q1 		– Sell
-110
Closed -$37.5K – 613
2024
Q4 		$37.5K Hold
110
– – 0.08% 189
2024
Q3 		$41.4K Hold
110
– – 0.1% 154
2024
Q2 		$33.8K Hold
110
– – 0.07% 205
2024
Q1 		$44.4K Hold
110
– – 0.05% 240
2023
Q4 		$43.9K Hold
110
– – 0.05% 228
2023
Q3 		$39.2K Buy
+110
New +$40K 0.05% 240

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LGT Financial Advisors's POOL Position: Q1 2025 in Review

LGT Financial Advisors sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 110 shares — an estimated $37.5K sold.

LGT Financial Advisors first reported a position in POOL in Q3 2023 and held it in 6 quarters. The position peaked at $44.4K in Q1 2024. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • LGT Financial Advisors reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 110 Pool Corp shares in Q1 2025, an estimated $37.5K.
  • LGT Financial Advisors first reported a position in Pool Corp in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Pool Corp position peaked at $44.4K in Q1 2024.
  • 737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.