Valeo Financial Advisors’s Pool Corp POOL Stock Holding History

Valeo Financial 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 Q2	–	Sell	-631	Closed	-$216K	–	659
2023 Q1	$216K	Buy	+631	New	+$224K	0.01%	529
2021 Q2	–	Sell	-7	Closed	-$2K	–	1466
2021 Q1	$2K	Buy	+7	New	+$2.44K	﹤0.01%	1822
2020 Q4	–	Sell	-37	Closed	-$12K	–	1807
2020 Q3	$12K	Sell	37 -167	-82%	-$51.6K	﹤0.01%	1043
2020 Q2	$56K	Buy	204 +20	+11%	+$4.63K	0.01%	678
2020 Q1	$37K	Buy	184 +147	+397%	+$31.3K	﹤0.01%	701
2019 Q4	$8K	Hold	37	–	–	﹤0.01%	1173
2019 Q3	$7K	Hold	37	–	–	﹤0.01%	1127
2019 Q2	$7K	Hold	37	–	–	﹤0.01%	1122
2019 Q1	$6K	Hold	37	–	–	﹤0.01%	1109
2018 Q4	$6K	Hold	37	–	–	﹤0.01%	1028
2018 Q3	$5K	Buy	+37	New	+$5.99K	﹤0.01%	1207
2018 Q2	–	Sell	-45	Closed	-$7K	–	1724
2018 Q1	$7K	Buy	+45	New	+$6.2K	﹤0.01%	1037

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Valeo Financial Advisors's POOL Position: Q2 2023 in Review

Valeo Financial Advisors sold out of Pool Corp (POOL) in Q2 2023, closing a stake of 631 shares — an estimated $216K sold.

Valeo Financial Advisors first reported a position in POOL in Q1 2018 and held it in 12 quarters. The position peaked at $216K in Q1 2023. 705 funds tracked by Wall St. Rank hold POOL as of Q2 2023.

Valeo Financial Advisors reported no remaining Pool Corp position as of Q2 2023 after selling out during the quarter.
Valeo Financial Advisors sold 631 Pool Corp shares in Q2 2023, an estimated $216K.
Valeo Financial Advisors first reported a position in Pool Corp in Q1 2018 and held it in 12 quarters.
Valeo Financial Advisors's Pool Corp position peaked at $216K in Q1 2023.
705 funds tracked by Wall St. Rank held Pool Corp as of Q2 2023.

Based on Valeo Financial Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.