Sutton Wealth Advisors’s Pool Corp POOL Stock Holding History

Sutton 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
2023 Q3	$1.42K	Buy	+4	New	+$1.46K	﹤0.01%	762
2022 Q4	–	Sell	-1	Closed	-$318	–	1698
2022 Q3	$318	Hold	1	–	–	﹤0.01%	1522
2022 Q2	$351	Sell	1 -1	-50%	-$397	﹤0.01%	1522
2022 Q1	$846	Buy	+2	New	+$934	﹤0.01%	1385

Other funds holding POOL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Sutton Wealth Advisors's POOL Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in Pool Corp (POOL) in Q3 2023: 4 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Sutton Wealth Advisors previously reported a position in POOL as recently as Q3 2022.

Sutton Wealth Advisors first reported a position in POOL in Q1 2022 and has held it in 4 quarters since. 722 funds tracked by Wall St. Rank hold POOL as of Q3 2023.

Sutton Wealth Advisors held 4 shares of Pool Corp worth $1.42K as of Q3 2023.
Pool Corp was a new Sutton Wealth Advisors position in Q3 2023.
Pool Corp made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #762 holding.
Sutton Wealth Advisors first reported a position in Pool Corp in Q1 2022 and has held it in 4 quarters since.
722 funds tracked by Wall St. Rank held Pool Corp as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.