USCWA
POOL icon

U.S. Capital Wealth Advisors’s Pool Corp POOL Stock Holding History

U.S. Capital Wealth 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
2023
Q1 		– Sell
-13
Closed -$3.97K – 1288
2022
Q4 		$3.97K Buy
+13
New +$4.12K ﹤0.01% 1421

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

U.S. Capital Wealth Advisors's POOL Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Pool Corp (POOL) in Q1 2023, closing a stake of 13 shares — an estimated $3.97K sold.

U.S. Capital Wealth Advisors first reported a position in POOL in Q4 2022 and held it in 1 quarter. The position peaked at $3.97K in Q4 2022. 690 funds tracked by Wall St. Rank hold POOL as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Pool Corp position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 13 Pool Corp shares in Q1 2023, an estimated $3.97K.
  • U.S. Capital Wealth Advisors first reported a position in Pool Corp in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Pool Corp position peaked at $3.97K in Q4 2022.
  • 690 funds tracked by Wall St. Rank held Pool Corp as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.