SWA
POOL icon

SOA Wealth Advisors’s Pool Corp POOL Stock Holding History

SOA Wealth 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 		$47.8K Sell
236
-1
-0.4% -$236 0.01% 376
2025
Q4 		$54.2K Hold
237
– – 0.01% 357
2025
Q3 		$73.5K Hold
237
– – 0.01% 324
2025
Q2 		$69.1K Sell
237
-2
-0.8% -$605 0.01% 316
2025
Q1 		$76.1K Hold
239
– – 0.02% 285
2024
Q4 		$81.5K Hold
239
– – 0.02% 272
2024
Q3 		$90.1K Sell
239
-40
-14% -$13.8K 0.02% 256
2024
Q2 		$85.8K Sell
279
-75
-21% -$27.2K 0.02% 257
2024
Q1 		$143K Hold
354
– – 0.03% 212
2023
Q4 		$141K Hold
354
– – 0.03% 203
2023
Q3 		$126K Hold
354
– – 0.03% 206
2023
Q2 		$133K Hold
354
– – 0.03% 203
2023
Q1 		$121K Hold
354
– – 0.03% 209
2022
Q4 		$107K Hold
354
– – 0.03% 215
2022
Q3 		$112K Sell
354
-1
-0.3% -$357 0.03% 194
2022
Q2 		$124K Sell
355
-101
-22% -$40K 0.04% 187
2022
Q1 		$192K Hold
456
– – 0.05% 164
2021
Q4 		$255K Hold
456
– – 0.06% 138
2021
Q3 		$198K Buy
456
+1
+0.2% +$474 0.05% 156
2021
Q2 		$208K Buy
455
+222
+95% +$93.5K 0.05% 150
2021
Q1 		$80K Sell
233
-14
-6% -$4.88K 0.02% 217
2020
Q4 		$86K Buy
+247
New +$86.1K 0.02% 209

Other funds holding POOL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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