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Values First Advisors’s Pool Corp POOL Stock Holding History

Values First 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
Q4 		– Sell
-1,599
Closed -$603K – 272
2024
Q3 		$603K Sell
1,599
-1,183
-43% -$409K 0.33% 77
2024
Q2 		$855K Buy
2,782
+88
+3% +$31.9K 0.51% 56
2024
Q1 		$1.09M Buy
2,694
+863
+47% +$337K 0.64% 50
2023
Q4 		$730K Sell
1,831
-574
-24% -$201K 0.44% 75
2023
Q3 		$856K Sell
2,405
-5,207
-68% -$1.9M 0.55% 55
2023
Q2 		$2.85M Buy
7,612
+1,011
+15% +$346K 1.72% 8
2023
Q1 		$2.26M Buy
6,601
+88
+1% +$31.2K 1.44% 12
2022
Q4 		$1.97M Buy
6,513
+61
+0.9% +$19.3K 1.37% 14
2022
Q3 		$2.05M Buy
6,452
+18
+0.3% +$6.42K 1.48% 11
2022
Q2 		$2.26M Buy
6,434
+1,058
+20% +$420K 1.61% 10
2022
Q1 		$2.27M Sell
5,376
-98
-2% -$45.8K 1.44% 15
2021
Q4 		$3.1M Sell
5,474
-230
-4% -$121K 1.83% 5
2021
Q3 		$2.48M Sell
5,704
-15
-0.3% -$7.11K 1.61% 13
2021
Q2 		$2.62M Buy
5,719
+4,015
+236% +$1.69M 1.78% 4
2021
Q1 		$588K Buy
1,704
+116
+7% +$40.4K 0.43% 78
2020
Q4 		$592K Buy
1,588
+44
+3% +$15.3K 0.47% 75
2020
Q3 		$517K Buy
1,544
+589
+62% +$182K 0.48% 74
2020
Q2 		$260K Sell
955
-123
-11% -$28.5K 0.26% 118
2020
Q1 		$212K Buy
1,078
+107
+11% +$22.8K 0.25% 110
2019
Q4 		$206K Buy
+971
New +$200K 0.2% 120

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Values First Advisors's POOL Position: Q4 2024 in Review

Values First Advisors sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 1,599 shares — an estimated $603K sold.

Values First Advisors first reported a position in POOL in Q4 2019 and held it in 20 quarters. The position peaked at $3.1M in Q4 2021. 739 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

  • Values First Advisors reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 1,599 Pool Corp shares in Q4 2024, an estimated $603K.
  • Values First Advisors first reported a position in Pool Corp in Q4 2019 and held it in 20 quarters.
  • Values First Advisors's Pool Corp position peaked at $3.1M in Q4 2021.
  • 739 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.