Simplicity Wealth’s Pool Corp POOL Stock Holding History

Simplicity 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 Q3	–	Sell	-782	Closed	-$240K	–	1018
2024 Q2	$240K	Sell	782 -111	-12%	-$40.2K	0.01%	1033
2024 Q1	$360K	Buy	+893	New	+$349K	0.01%	852

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Simplicity Wealth's POOL Position: Q3 2024 in Review

Simplicity Wealth sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 782 shares — an estimated $240K sold.

Simplicity Wealth first reported a position in POOL in Q1 2024 and held it in 2 quarters. The position peaked at $360K in Q1 2024. 719 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

Simplicity Wealth reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 782 Pool Corp shares in Q3 2024, an estimated $240K.
Simplicity Wealth first reported a position in Pool Corp in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Pool Corp position peaked at $360K in Q1 2024.
719 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.