OWA
POOL icon

One Wealth Advisors’s Pool Corp POOL Stock Holding History

One 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
Q4 		– Sell
-1,856
Closed -$575K – 325
2025
Q3 		$575K Sell
1,856
-44
-2% -$13.8K 0.07% 151
2025
Q2 		$554K Sell
1,900
-10
-0.5% -$3.02K 0.08% 146
2025
Q1 		$608K Buy
1,910
+398
+26% +$135K 0.09% 131
2024
Q4 		$516K Sell
1,512
-309
-17% -$113K 0.08% 116
2024
Q3 		$686K Sell
1,821
-15
-0.8% -$5.19K 0.11% 101
2024
Q2 		$641K Buy
1,836
+13
+0.7% +$4.71K 0.14% 83
2024
Q1 		$736K Buy
1,823
+391
+27% +$153K 0.13% 93
2023
Q4 		$571K Buy
1,432
+7
+0.5% +$2.45K 0.11% 97
2023
Q3 		$507K Hold
1,425
– – 0.11% 95
2023
Q2 		$534K Sell
1,425
-6
-0.4% -$2.05K 0.11% 96
2023
Q1 		$490K Buy
1,431
+1,269
+783% +$450K 0.11% 103
2022
Q4 		$49K Sell
162
-782
-83% -$248K 0.01% 415
2022
Q3 		$300K Buy
944
+2
+0.2% +$714 0.1% 116
2022
Q2 		$331K Buy
+942
New +$374K 0.09% 121
2019
Q2 		– Sell
-484
Closed -$80K – 397
2019
Q1 		$80K Buy
+484
New +$75.1K 0.07% 197
2018
Q4 		– Sell
-790
Closed -$132K – 381
2018
Q3 		$132K Sell
790
-142
-15% -$23K 0.1% 162
2018
Q2 		$141K Buy
932
+98
+12% +$14.4K 0.11% 157
2018
Q1 		$122K Sell
834
-108
-11% -$14.9K 0.11% 153
2017
Q4 		$122K Buy
+942
New +$114K 0.1% 171

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Wellington Management Group
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BlackRock
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T. Rowe Price Investment Management
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Kayne Anderson Rudnick Investment Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return