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POOL icon

TruWealth Advisors’s Pool Corp POOL Stock Holding History

TruWealth Advisors’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
Q2 		– Sell
-34,130
Closed -$13.8M – 168
2024
Q1 		$13.8M Buy
34,130
+806
+2% +$315K 0.96% 33
2023
Q4 		$13.3M Buy
33,324
+768
+2% +$269K 1.01% 33
2023
Q3 		$11.6M Buy
32,556
+742
+2% +$270K 1% 31
2023
Q2 		$11.9M Buy
31,814
+718
+2% +$245K 1.02% 32
2023
Q1 		$10.6M Buy
31,096
+651
+2% +$231K 0.98% 29
2022
Q4 		$9.2M Buy
30,445
+8,546
+39% +$2.71M 0.9% 33
2022
Q3 		$6.97M Buy
21,899
+2,359
+12% +$842K 0.74% 37
2022
Q2 		$6.86M Buy
19,540
+1,484
+8% +$588K 0.74% 34
2022
Q1 		$7.63M Sell
18,056
-395
-2% -$184K 0.79% 33
2021
Q4 		$10.4M Buy
18,451
+908
+5% +$476K 1.06% 28
2021
Q3 		$7.62M Buy
17,543
+532
+3% +$252K 0.85% 34
2021
Q2 		$7.8M Buy
17,011
+1,349
+9% +$568K 0.92% 33
2021
Q1 		$5.41M Buy
+15,662
New +$5.46M 0.73% 33

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TruWealth Advisors's POOL Position: Q2 2024 in Review

TruWealth Advisors sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 34,130 shares — an estimated $13.8M sold.

TruWealth Advisors first reported a position in POOL in Q1 2021 and held it in 13 quarters. The position peaked at $13.8M in Q1 2024. 740 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

  • TruWealth Advisors reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
  • TruWealth Advisors sold 34,130 Pool Corp shares in Q2 2024, an estimated $13.8M.
  • TruWealth Advisors first reported a position in Pool Corp in Q1 2021 and held it in 13 quarters.
  • TruWealth Advisors's Pool Corp position peaked at $13.8M in Q1 2024.
  • 740 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on TruWealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.