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Sequoia Financial Advisors’s Pool Corp POOL Stock Holding History

Sequoia Financial 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
2026
Q1 		– Sell
-2,328
Closed -$533K – 2035
2025
Q4 		$533K Buy
2,328
+462
+25% +$120K ﹤0.01% 1252
2025
Q3 		$579K Sell
1,866
-720
-28% -$226K ﹤0.01% 1060
2025
Q2 		$754K Buy
2,586
+398
+18% +$120K 0.01% 812
2025
Q1 		$697K Sell
2,188
-92
-4% -$31.2K 0.01% 743
2024
Q4 		$777K Buy
2,280
+82
+4% +$29.9K 0.01% 659
2024
Q3 		$828K Buy
2,198
+531
+32% +$184K 0.01% 599
2024
Q2 		$512K Buy
1,667
+271
+19% +$98.1K 0.01% 676
2024
Q1 		$563K Sell
1,396
-3,160
-69% -$1.24M 0.01% 649
2023
Q4 		$1.82M Buy
4,556
+3,635
+395% +$1.27M 0.02% 373
2023
Q3 		$328K Buy
921
+5
+0.5% +$1.82K 0.01% 653
2023
Q2 		$343K Buy
+916
New +$313K 0.01% 650

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T. Rowe Price Investment Management
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VCM
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Morgan Stanley
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VPM
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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return