RJFSA
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Raymond James Financial Services Advisors’s Pool Corp POOL Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$6.57M Sell
17,424
-9,641
-36% -$3.34M 0.01% 1089
2024
Q2 		$8.32M Buy
27,065
+3,057
+13% +$1.11M 0.01% 911
2024
Q1 		$9.69M Buy
24,008
+784
+3% +$306K 0.01% 819
2023
Q4 		$9.26M Buy
23,224
+1,667
+8% +$584K 0.02% 788
2023
Q3 		$7.68M Sell
21,557
-204
-0.9% -$74.2K 0.01% 823
2023
Q2 		$8.15M Sell
21,761
-2,251
-9% -$770K 0.01% 797
2023
Q1 		$8.22M Buy
24,012
+803
+3% +$285K 0.02% 775
2022
Q4 		$7.02M Sell
23,209
-1,452
-6% -$460K 0.01% 816
2022
Q3 		$7.85M Buy
24,661
+4,007
+19% +$1.43M 0.02% 721
2022
Q2 		$7.26M Buy
20,654
+8,187
+66% +$3.25M 0.02% 752
2022
Q1 		$5.28M Sell
12,467
-419
-3% -$196K 0.01% 979
2021
Q4 		$7.3M Sell
12,886
-176
-1% -$92.3K 0.01% 824
2021
Q3 		$5.68M Sell
13,062
-5,781
-31% -$2.74M 0.01% 904
2021
Q2 		$8.65M Buy
18,843
+8,178
+77% +$3.44M 0.02% 722
2021
Q1 		$3.68M Buy
10,665
+6,329
+146% +$2.2M 0.01% 1061
2020
Q4 		$1.62M Sell
4,336
-1,653
-28% -$577K ﹤0.01% 1421
2020
Q3 		$2.01M Buy
5,989
+1,301
+28% +$402K 0.01% 1173
2020
Q2 		$1.28M Buy
4,688
+2,917
+165% +$675K ﹤0.01% 1339
2020
Q1 		$349K Sell
1,771
-1,808
-51% -$385K ﹤0.01% 1758
2019
Q4 		$760K Buy
3,579
+193
+6% +$39.8K ﹤0.01% 1703
2019
Q3 		$683K Buy
3,386
+382
+13% +$73.6K ﹤0.01% 1706
2019
Q2 		$574K Buy
3,004
+111
+4% +$20K ﹤0.01% 1834
2019
Q1 		$477K Buy
+2,893
New +$449K ﹤0.01% 1928
2017
Q3 		– Sell
-19,243
Closed -$2.26M – 2611
2017
Q2 		$2.26M Buy
19,243
+192
+1% +$23.1K 0.02% 831
2017
Q1 		$2.27M Sell
19,051
-628
-3% -$70.4K 0.02% 775
2016
Q4 		$2.05M Sell
19,679
-108
-0.5% -$10.7K 0.02% 771
2016
Q3 		$1.87M Buy
19,787
+805
+4% +$79K 0.02% 802
2016
Q2 		$1.78M Sell
18,982
-3,451
-15% -$310K 0.02% 786
2016
Q1 		$1.97M Buy
+22,433
New +$1.8M 0.02% 632

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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial Services Advisors's POOL Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Pool Corp (POOL) stake by 36% in Q3 2024, selling an estimated $3.34M and leaving 17,424 shares worth $6.57M. The position accounts for 0.01% of the portfolio, ranked #1089.

Raymond James Financial Services Advisors first reported a position in POOL in Q1 2016 and has held it in 29 quarters since. The position peaked at $9.69M in Q1 2024. 718 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

  • Raymond James Financial Services Advisors held 17,424 shares of Pool Corp worth $6.57M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 9,641 Pool Corp shares in Q3 2024, an estimated $3.34M.
  • Pool Corp made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1089 holding.
  • Raymond James Financial Services Advisors first reported a position in Pool Corp in Q1 2016 and has held it in 29 quarters since.
  • Raymond James Financial Services Advisors's Pool Corp position peaked at $9.69M in Q1 2024.
  • 718 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.