V Wealth Advisors’s Pool Corp POOL Stock Holding History

V 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 Q3	–	Sell	-697	Closed	-$261K	–	291
2023 Q2	$261K	Sell	697 -29	-4%	-$9.91K	0.04%	309
2023 Q1	$249K	Sell	726 -65	-8%	-$23.1K	0.05%	323
2022 Q4	$239K	Sell	791 -335	-30%	-$106K	0.05%	309
2022 Q3	$358K	Buy	1,126 +7	+0.6%	+$2.5K	0.07%	255
2022 Q2	$394K	Buy	1,119 +325	+41%	+$129K	0.07%	260
2022 Q1	$336K	Buy	+794	New	+$371K	0.05%	326

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

V Wealth Advisors's POOL Position: Q3 2023 in Review

V Wealth Advisors sold out of Pool Corp (POOL) in Q3 2023, closing a stake of 697 shares — an estimated $261K sold.

V Wealth Advisors first reported a position in POOL in Q1 2022 and held it in 6 quarters. The position peaked at $394K in Q2 2022. 722 funds tracked by Wall St. Rank hold POOL as of Q3 2023.

V Wealth Advisors reported no remaining Pool Corp position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 697 Pool Corp shares in Q3 2023, an estimated $261K.
V Wealth Advisors first reported a position in Pool Corp in Q1 2022 and held it in 6 quarters.
V Wealth Advisors's Pool Corp position peaked at $394K in Q2 2022.
722 funds tracked by Wall St. Rank held Pool Corp as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.