New Wave Wealth Advisors’s Pool Corp POOL Stock Holding History

New Wave 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
2025 Q1	–	Sell	-5	Closed	-$1.71K	–	538
2024 Q4	$1.71K	Buy	+5	New	+$1.82K	﹤0.01%	574

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

New Wave Wealth Advisors's POOL Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 5 shares — an estimated $1.71K sold.

New Wave Wealth Advisors first reported a position in POOL in Q4 2024 and held it in 1 quarter. The position peaked at $1.71K in Q4 2024. 735 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

New Wave Wealth Advisors reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 5 Pool Corp shares in Q1 2025, an estimated $1.71K.
New Wave Wealth Advisors first reported a position in Pool Corp in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Pool Corp position peaked at $1.71K in Q4 2024.
735 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.