TWA
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TCI Wealth Advisors’s Pool Corp POOL Stock Holding History

TCI 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
Q2 		– Sell
-19
Closed -$6.51K – 1687
2023
Q1 		$6.51K Buy
19
+1
+6% +$355 ﹤0.01% 1347
2022
Q4 		$5.44K Sell
18
-50
-74% -$15.8K ﹤0.01% 1470
2022
Q3 		$22K Sell
68
-10
-13% -$3.57K ﹤0.01% 621
2022
Q2 		$27K Buy
78
+46
+144% +$18.2K ﹤0.01% 556
2022
Q1 		$13K Sell
32
-9
-22% -$4.2K ﹤0.01% 938
2021
Q4 		$23K Buy
41
+6
+17% +$3.15K ﹤0.01% 652
2021
Q3 		$15K Buy
35
+3
+9% +$1.42K ﹤0.01% 830
2021
Q2 		$15K Buy
32
+2
+7% +$842 ﹤0.01% 724
2021
Q1 		$10K Buy
30
+13
+76% +$4.53K ﹤0.01% 864
2020
Q4 		$6K Hold
17
– – ﹤0.01% 822
2020
Q3 		$6K Sell
17
-3
-15% -$928 ﹤0.01% 727
2020
Q2 		$5K Sell
20
-7
-26% -$1.62K ﹤0.01% 756
2020
Q1 		$5K Sell
27
-64
-70% -$13.6K ﹤0.01% 724
2019
Q4 		$19K Sell
91
-6
-6% -$1.24K 0.01% 561
2019
Q3 		$20K Sell
97
-22
-18% -$4.24K 0.01% 499
2019
Q2 		$23K Hold
119
– – 0.01% 446
2019
Q1 		$20K Hold
119
– – 0.01% 496
2018
Q4 		$18K Sell
119
-45
-27% -$6.74K 0.01% 500
2018
Q3 		$27K Sell
164
-13
-7% -$2.1K 0.01% 438
2018
Q2 		$27K Hold
177
– – 0.01% 426
2018
Q1 		$26K Sell
177
-24
-12% -$3.3K 0.01% 435
2017
Q4 		$26K Sell
201
-4
-2% -$486 0.01% 451
2017
Q3 		$22K Hold
205
– – 0.01% 447
2017
Q2 		$24K Hold
205
– – 0.01% 436
2017
Q1 		$24K Hold
205
– – 0.01% 421
2016
Q4 		$21K Hold
205
– – 0.01% 474
2016
Q3 		$19K Hold
205
– – 0.01% 453
2016
Q2 		$19K Hold
205
– – 0.01% 456
2016
Q1 		$18K Sell
205
-91
-31% -$7.32K 0.01% 464
2015
Q4 		$24K Buy
+296
New +$23.7K 0.01% 409

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

TCI Wealth Advisors's POOL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Pool Corp (POOL) in Q2 2023, closing a stake of 19 shares — an estimated $6.51K sold.

TCI Wealth Advisors first reported a position in POOL in Q4 2015 and held it in 30 quarters. The position peaked at $27K in Q2 2022. 705 funds tracked by Wall St. Rank hold POOL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Pool Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 19 Pool Corp shares in Q2 2023, an estimated $6.51K.
  • TCI Wealth Advisors first reported a position in Pool Corp in Q4 2015 and held it in 30 quarters.
  • TCI Wealth Advisors's Pool Corp position peaked at $27K in Q2 2022.
  • 705 funds tracked by Wall St. Rank held Pool Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.