VWA
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Valued Wealth Advisors’s Pool Corp POOL Stock Holding History

Valued 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
2024
Q3 		– Sell
-12
Closed -$3.69K – 653
2024
Q2 		$3.69K Hold
12
– – ﹤0.01% 302
2024
Q1 		$4.84K Hold
12
– – ﹤0.01% 251
2023
Q4 		$4.27K Buy
+12
New +$4.21K ﹤0.01% 212

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valued Wealth Advisors's POOL Position: Q3 2024 in Review

Valued Wealth Advisors sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 12 shares — an estimated $3.69K sold.

Valued Wealth Advisors first reported a position in POOL in Q4 2023 and held it in 3 quarters. The position peaked at $4.84K in Q1 2024. 719 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

  • Valued Wealth Advisors reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 12 Pool Corp shares in Q3 2024, an estimated $3.69K.
  • Valued Wealth Advisors first reported a position in Pool Corp in Q4 2023 and held it in 3 quarters.
  • Valued Wealth Advisors's Pool Corp position peaked at $4.84K in Q1 2024.
  • 719 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Valued Wealth Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.