Triad Wealth Partners’s Pool Corp POOL Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-14	Closed	-$4.3K	–	680
2024 Q2	$4.3K	Buy	+14	New	+$5.07K	﹤0.01%	604

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triad Wealth Partners's POOL Position: Q3 2024 in Review

Triad Wealth Partners sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 14 shares — an estimated $4.3K sold.

Triad Wealth Partners first reported a position in POOL in Q2 2024 and held it in 1 quarter. The position peaked at $4.3K in Q2 2024. 717 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

Triad Wealth Partners reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 14 Pool Corp shares in Q3 2024, an estimated $4.3K.
Triad Wealth Partners first reported a position in Pool Corp in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Pool Corp position peaked at $4.3K in Q2 2024.
717 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.