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SYSTM Wealth Solutions’s Pool Corp POOL Stock Holding History

SYSTM Wealth Solutions’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
-7,826
Closed -$2.41M – 490
2024
Q2 		$2.41M Buy
7,826
+864
+12% +$313K 0.54% 64
2024
Q1 		$2.81M Buy
6,962
+665
+11% +$260K 0.36% 81
2023
Q4 		$2.51M Buy
6,297
+742
+13% +$260K 0.35% 80
2023
Q3 		$1.98M Buy
5,555
+355
+7% +$129K 0.3% 90
2023
Q2 		$1.95M Buy
5,200
+69
+1% +$23.6K 0.26% 104
2023
Q1 		$1.76M Buy
5,131
+271
+6% +$96.2K 0.27% 95
2022
Q4 		$1.47M Buy
+4,860
New +$1.54M 0.18% 156

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SYSTM Wealth Solutions's POOL Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 7,826 shares — an estimated $2.41M sold.

SYSTM Wealth Solutions first reported a position in POOL in Q4 2022 and held it in 7 quarters. The position peaked at $2.81M in Q1 2024. 717 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 7,826 Pool Corp shares in Q3 2024, an estimated $2.41M.
  • SYSTM Wealth Solutions first reported a position in Pool Corp in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Pool Corp position peaked at $2.81M in Q1 2024.
  • 717 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.