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Unique Wealth Strategies’s Pool Corp POOL Stock Holding History

Unique Wealth Strategies’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
-5
Closed -$2.02K – 551
2024
Q2 		$2.02K Buy
+5
New +$1.81K ﹤0.01% 487
2024
Q1 		– Sell
-1,868
Closed -$745K – 203
2023
Q4 		$745K Buy
+1,868
New +$655K 0.5% 71

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Unique Wealth Strategies's POOL Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 5 shares — an estimated $2.02K sold.

Unique Wealth Strategies first reported a position in POOL in Q4 2023 and held it in 2 quarters. The position peaked at $745K in Q4 2023. 717 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 5 Pool Corp shares in Q3 2024, an estimated $2.02K.
  • Unique Wealth Strategies first reported a position in Pool Corp in Q4 2023 and held it in 2 quarters.
  • Unique Wealth Strategies's Pool Corp position peaked at $745K in Q4 2023.
  • 717 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.