TrinityPoint Wealth’s Pool Corp POOL Stock Holding History

TrinityPoint Wealth’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 Q4	$510K	Sell	1,497 -19	-1%	-$6.92K	0.07%	223
2024 Q3	$571K	Hold	1,516	–	–	0.08%	211
2024 Q2	$466K	Buy	1,516 +14	+0.9%	+$5.07K	0.07%	212
2024 Q1	$606K	Sell	1,502 -7	-0.5%	-$2.74K	0.1%	179
2023 Q4	$602K	Buy	1,509 +3	+0.2%	+$1.05K	0.11%	175
2023 Q3	$536K	Sell	1,506 -13	-0.9%	-$4.73K	0.11%	175
2023 Q2	$569K	Buy	1,519 +28	+2%	+$9.57K	0.11%	166
2023 Q1	$511K	Buy	1,491 +17	+1%	+$6.03K	0.11%	168
2022 Q4	$446K	Buy	1,474 +371	+34%	+$118K	0.1%	182
2022 Q3	$351K	Sell	1,103 -178	-14%	-$63.5K	0.08%	188
2022 Q2	$450K	Buy	+1,281	New	+$508K	0.1%	169

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

TrinityPoint Wealth's POOL Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Pool Corp (POOL) stake by 1.3% in Q4 2024, selling an estimated $6.92K and leaving 1,497 shares worth $510K. The position accounts for 0.07% of the portfolio, ranked #223.

TrinityPoint Wealth first reported a position in POOL in Q2 2022 and has held it in 11 quarters since. The position peaked at $606K in Q1 2024. 739 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

TrinityPoint Wealth held 1,497 shares of Pool Corp worth $510K as of Q4 2024.
TrinityPoint Wealth sold 19 Pool Corp shares in Q4 2024, an estimated $6.92K.
Pool Corp made up 0.07% of TrinityPoint Wealth's portfolio in Q4 2024, its #223 holding.
TrinityPoint Wealth first reported a position in Pool Corp in Q2 2022 and has held it in 11 quarters since.
TrinityPoint Wealth's Pool Corp position peaked at $606K in Q1 2024.
739 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.