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Motive Wealth Advisors’s Pool Corp POOL Stock Holding History

Motive 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
Q3 		– Sell
-1,363
Closed -$479K – 73
2022
Q2 		$479K Buy
1,363
+273
+25% +$108K 0.38% 47
2022
Q1 		$461K Buy
1,090
+35
+3% +$16.3K 0.32% 55
2021
Q4 		$597K Sell
1,055
-36
-3% -$18.9K 0.36% 53
2021
Q3 		$474K Sell
1,091
-5
-0.5% -$2.37K 0.32% 54
2021
Q2 		$503K Buy
+1,096
New +$461K 0.36% 56

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Motive Wealth Advisors's POOL Position: Q3 2022 in Review

Motive Wealth Advisors sold out of Pool Corp (POOL) in Q3 2022, closing a stake of 1,363 shares — an estimated $479K sold.

Motive Wealth Advisors first reported a position in POOL in Q2 2021 and held it in 5 quarters. The position peaked at $597K in Q4 2021. 651 funds tracked by Wall St. Rank hold POOL as of Q3 2022.

  • Motive Wealth Advisors reported no remaining Pool Corp position as of Q3 2022 after selling out during the quarter.
  • Motive Wealth Advisors sold 1,363 Pool Corp shares in Q3 2022, an estimated $479K.
  • Motive Wealth Advisors first reported a position in Pool Corp in Q2 2021 and held it in 5 quarters.
  • Motive Wealth Advisors's Pool Corp position peaked at $597K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Pool Corp as of Q3 2022.

Based on Motive Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.