Lumature Wealth Partners’s Pool Corp POOL Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$11.2K	Buy	30 +3	+11%	+$1.03K	0.01%	304
2023 Q1	$9.25K	Sell	27 -3	-10%	-$1.06K	0.01%	309
2022 Q4	$9.07K	Hold	30	–	–	0.01%	310
2022 Q3	$10K	Sell	30 -14	-32%	-$5K	0.01%	316
2022 Q2	$15K	Sell	44 -94	-68%	-$37.3K	0.01%	300
2022 Q1	$58K	Hold	138	–	–	0.02%	247
2021 Q4	$78K	Sell	138 -39	-22%	-$20.4K	0.03%	201
2021 Q3	$77K	Sell	177 -22	-11%	-$10.4K	0.03%	202
2021 Q2	$91K	Sell	199 -27	-12%	-$11.4K	0.04%	183
2021 Q1	$78K	Buy	+226	New	+$78.7K	0.04%	192

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Lumature Wealth Partners's POOL Position: Q2 2023 in Review

Lumature Wealth Partners increased its Pool Corp (POOL) stake by 11% in Q2 2023, buying an estimated $1.03K and bringing the position to 30 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #304.

Lumature Wealth Partners first reported a position in POOL in Q1 2021 and has held it in 10 quarters since. The position peaked at $91K in Q2 2021. 705 funds tracked by Wall St. Rank hold POOL as of Q2 2023.

Lumature Wealth Partners held 30 shares of Pool Corp worth $11.2K as of Q2 2023.
Lumature Wealth Partners bought 3 Pool Corp shares in Q2 2023, an estimated $1.03K.
Pool Corp made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #304 holding.
Lumature Wealth Partners first reported a position in Pool Corp in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Pool Corp position peaked at $91K in Q2 2021.
705 funds tracked by Wall St. Rank held Pool Corp as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.