Prime Capital Investment Advisors’s Pool Corp POOL Stock Holding History

Prime Capital Investment 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	-630	Closed	-$215K	–	1102
2024 Q4	$215K	Sell	630 -2,466	-80%	-$899K	﹤0.01%	838
2024 Q3	$1.17M	Sell	3,096 -1,831	-37%	-$633K	0.02%	408
2024 Q2	$1.51M	Sell	4,927 -662	-12%	-$240K	0.02%	351
2024 Q1	$2.26M	Sell	5,589 -801	-13%	-$313K	0.03%	324
2023 Q4	$2.55M	Buy	+6,390	New	+$2.24M	0.04%	298

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

Prime Capital Investment Advisors's POOL Position: Q1 2025 in Review

Prime Capital Investment Advisors sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 630 shares — an estimated $215K sold.

Prime Capital Investment Advisors first reported a position in POOL in Q4 2023 and held it in 5 quarters. The position peaked at $2.55M in Q4 2023. 735 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

Prime Capital Investment Advisors reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 630 Pool Corp shares in Q1 2025, an estimated $215K.
Prime Capital Investment Advisors first reported a position in Pool Corp in Q4 2023 and held it in 5 quarters.
Prime Capital Investment Advisors's Pool Corp position peaked at $2.55M in Q4 2023.
735 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.