TCWP’s Pool Corp POOL Stock Holding History

TCWP’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
2022 Q2	–	Sell	-15	Closed	-$6K	–	1351
2022 Q1	$6K	Buy	+15	New	+$7K	﹤0.01%	1027

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TCWP's POOL Position: Q2 2022 in Review

TCWP sold out of Pool Corp (POOL) in Q2 2022, closing a stake of 15 shares — an estimated $6K sold.

TCWP first reported a position in POOL in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 671 funds tracked by Wall St. Rank hold POOL as of Q2 2022.

TCWP reported no remaining Pool Corp position as of Q2 2022 after selling out during the quarter.
TCWP sold 15 Pool Corp shares in Q2 2022, an estimated $6K.
TCWP first reported a position in Pool Corp in Q1 2022 and held it in 1 quarter.
TCWP's Pool Corp position peaked at $6K in Q1 2022.
671 funds tracked by Wall St. Rank held Pool Corp as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.