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TrueWealth LLC’s Pool Corp POOL Stock Holding History

TrueWealth LLC’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
2020
Q2 		$18K Sell
67
-25
-27% -$5.79K 0.01% 391
2020
Q1 		$18K Buy
92
+25
+37% +$5.32K 0.01% 378
2019
Q4 		$14K Hold
67
– – 0.01% 422
2019
Q3 		$14K Hold
67
– – 0.01% 415
2019
Q2 		$13K Hold
67
– – 0.01% 430
2019
Q1 		$11K Hold
67
– – 0.01% 444
2018
Q4 		$10K Hold
67
– – 0.01% 439
2018
Q3 		$11K Hold
67
– – 0.01% 469
2018
Q2 		$10K Hold
67
– – ﹤0.01% 488
2018
Q1 		$10K Hold
67
– – 0.01% 457
2017
Q4 		$9K Buy
+67
New +$8.14K ﹤0.01% 532

Other funds holding POOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TrueWealth LLC's POOL Position: Q2 2020 in Review

TrueWealth LLC reduced its Pool Corp (POOL) stake by 27% in Q2 2020, selling an estimated $5.79K and leaving 67 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #391.

TrueWealth LLC first reported a position in POOL in Q4 2017 and has held it in 11 quarters since. 471 funds tracked by Wall St. Rank hold POOL as of Q2 2020.

  • TrueWealth LLC held 67 shares of Pool Corp worth $18K as of Q2 2020.
  • TrueWealth LLC sold 25 Pool Corp shares in Q2 2020, an estimated $5.79K.
  • Pool Corp made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #391 holding.
  • TrueWealth LLC first reported a position in Pool Corp in Q4 2017 and has held it in 11 quarters since.
  • 471 funds tracked by Wall St. Rank held Pool Corp as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.