TWM
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Tradition Wealth Management’s Pool Corp POOL Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-14
Closed -$6K – 972
2023
Q4 		$6K Buy
14
+1
+8% +$351 ﹤0.01% 1117
2023
Q3 		$5K Hold
13
– – ﹤0.01% 1190
2023
Q2 		$5K Sell
13
-16
-55% -$5.47K ﹤0.01% 1217
2023
Q1 		$10K Buy
29
+20
+222% +$7.1K ﹤0.01% 1006
2022
Q4 		$3K Buy
+9
New +$2.85K ﹤0.01% 1126
2022
Q2 		– Sell
-7
Closed -$3K – 1130
2022
Q1 		$3K Hold
7
– – ﹤0.01% 1119
2021
Q4 		$4K Hold
7
– – ﹤0.01% 1097
2021
Q3 		$3K Hold
7
– – ﹤0.01% 1130
2021
Q2 		$3K Buy
+7
New +$2.95K ﹤0.01% 1144
2021
Q1 		– Sell
-7
Closed -$3K – 974
2020
Q4 		$3K Buy
+7
New +$2.44K ﹤0.01% 906

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tradition Wealth Management's POOL Position: Q1 2024 in Review

Tradition Wealth Management sold out of Pool Corp (POOL) in Q1 2024, closing a stake of 14 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in POOL in Q4 2020 and held it in 10 quarters. The position peaked at $10K in Q1 2023. 772 funds tracked by Wall St. Rank hold POOL as of Q1 2024.

  • Tradition Wealth Management reported no remaining Pool Corp position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 14 Pool Corp shares in Q1 2024, an estimated $6K.
  • Tradition Wealth Management first reported a position in Pool Corp in Q4 2020 and held it in 10 quarters.
  • Tradition Wealth Management's Pool Corp position peaked at $10K in Q1 2023.
  • 772 funds tracked by Wall St. Rank held Pool Corp as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.