TWM
POOL icon

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 – 976
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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return