Tradewinds Capital Management’s Pool Corp POOL Stock Holding History

Tradewinds Capital Management’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	-118	Closed	-$50K	–	698
2022 Q1	$50K	Hold	118	–	–	0.01%	249
2021 Q4	$67K	Hold	118	–	–	0.01%	220
2021 Q3	$51K	Hold	118	–	–	0.01%	239
2021 Q2	$54K	Hold	118	–	–	0.01%	240
2021 Q1	$41K	Hold	118	–	–	0.01%	264
2020 Q4	$44K	Hold	118	–	–	0.01%	233
2020 Q3	$39K	Hold	118	–	–	0.01%	223
2020 Q2	$32K	Hold	118	–	–	0.01%	235
2020 Q1	$23K	Hold	118	–	–	0.01%	243
2019 Q4	$25K	Hold	118	–	–	0.01%	268
2019 Q3	$24K	Hold	118	–	–	0.01%	252
2019 Q2	$23K	Hold	118	–	–	0.01%	256
2019 Q1	$19K	Hold	118	–	–	0.01%	291
2018 Q4	$18K	Hold	118	–	–	0.01%	295
2018 Q3	$20K	Hold	118	–	–	0.01%	319
2018 Q2	$18K	Hold	118	–	–	0.01%	322
2018 Q1	$17K	Hold	118	–	–	0.01%	328
2017 Q4	$15K	Hold	118	–	–	0.01%	369
2017 Q3	$13K	Hold	118	–	–	0.01%	365
2017 Q2	$14K	Hold	118	–	–	0.01%	350
2017 Q1	$14K	Buy	+118	New	+$13.2K	0.01%	347

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

Tradewinds Capital Management's POOL Position: Q2 2022 in Review

Tradewinds Capital Management sold out of Pool Corp (POOL) in Q2 2022, closing a stake of 118 shares — an estimated $50K sold.

Tradewinds Capital Management first reported a position in POOL in Q1 2017 and held it in 21 quarters. The position peaked at $67K in Q4 2021. 671 funds tracked by Wall St. Rank hold POOL as of Q2 2022.

Tradewinds Capital Management reported no remaining Pool Corp position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 118 Pool Corp shares in Q2 2022, an estimated $50K.
Tradewinds Capital Management first reported a position in Pool Corp in Q1 2017 and held it in 21 quarters.
Tradewinds Capital Management's Pool Corp position peaked at $67K in Q4 2021.
671 funds tracked by Wall St. Rank held Pool Corp as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.