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Ruedi Wealth Management’s Pool Corp POOL Stock Holding History

Ruedi Wealth Management’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
Q1 		– Sell
-80
Closed -$31.9K – 268
2023
Q4 		$31.9K Hold
80
– – 0.02% 95
2023
Q3 		$28.5K Hold
80
– – 0.02% 98
2023
Q2 		$30K Hold
80
– – 0.02% 95
2023
Q1 		$27.4K Hold
80
– – 0.02% 114
2022
Q4 		$24.2K Buy
+80
New +$25.3K 0.02% 110

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 $3.38T AUM 44.17% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ruedi Wealth Management's POOL Position: Q1 2024 in Review

Ruedi Wealth Management sold out of Pool Corp (POOL) in Q1 2024, closing a stake of 80 shares — an estimated $31.9K sold.

Ruedi Wealth Management first reported a position in POOL in Q4 2022 and held it in 5 quarters. The position peaked at $31.9K in Q4 2023. 772 funds tracked by Wall St. Rank hold POOL as of Q1 2024.

  • Ruedi Wealth Management reported no remaining Pool Corp position as of Q1 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 80 Pool Corp shares in Q1 2024, an estimated $31.9K.
  • Ruedi Wealth Management first reported a position in Pool Corp in Q4 2022 and held it in 5 quarters.
  • Ruedi Wealth Management's Pool Corp position peaked at $31.9K in Q4 2023.
  • 772 funds tracked by Wall St. Rank held Pool Corp as of Q1 2024.

Based on Ruedi Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.