QPW
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Quantum Private Wealth’s Pool Corp POOL Stock Holding History

Quantum Private Wealth’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
2024
Q2 		– Sell
-848
Closed -$342K – 194
2024
Q1 		$342K Hold
848
– – 0.13% 135
2023
Q4 		$338K Hold
848
– – 0.14% 129
2023
Q3 		$302K Hold
848
– – 0.14% 136
2023
Q2 		$318K Buy
848
+231
+37% +$79K 0.15% 137
2023
Q1 		$211K Buy
+617
New +$219K 0.11% 168
2022
Q4 		– Sell
-687
Closed -$218K – 193
2022
Q3 		$218K Buy
+687
New +$245K 0.14% 153

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Quantum Private Wealth's POOL Position: Q2 2024 in Review

Quantum Private Wealth sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 848 shares — an estimated $342K sold.

Quantum Private Wealth first reported a position in POOL in Q3 2022 and held it in 6 quarters. The position peaked at $342K in Q1 2024. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

  • Quantum Private Wealth reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
  • Quantum Private Wealth sold 848 Pool Corp shares in Q2 2024, an estimated $342K.
  • Quantum Private Wealth first reported a position in Pool Corp in Q3 2022 and held it in 6 quarters.
  • Quantum Private Wealth's Pool Corp position peaked at $342K in Q1 2024.
  • 743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Quantum Private Wealth's 13F filing for Q2 2024, filed 17 Jul 2024.