RMR Wealth Builders’s Pool Corp POOL Stock Holding History

RMR Wealth Builders’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	-500	Closed	-$202K	–	258
2024 Q1	$202K	Sell	500 -5	-1%	-$1.95K	0.02%	252
2023 Q4	$201K	Buy	+505	New	+$177K	0.03%	226

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RMR Wealth Builders's POOL Position: Q2 2024 in Review

RMR Wealth Builders sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 500 shares — an estimated $202K sold.

RMR Wealth Builders first reported a position in POOL in Q4 2023 and held it in 2 quarters. The position peaked at $202K in Q1 2024. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

RMR Wealth Builders reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
RMR Wealth Builders sold 500 Pool Corp shares in Q2 2024, an estimated $202K.
RMR Wealth Builders first reported a position in Pool Corp in Q4 2023 and held it in 2 quarters.
RMR Wealth Builders's Pool Corp position peaked at $202K in Q1 2024.
743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on RMR Wealth Builders's 13F filing for Q2 2024, filed 23 Jul 2024.