VAG
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VisionPoint Advisory Group’s Pool Corp POOL Stock Holding History

VisionPoint Advisory Group’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
2025
Q1 		– Sell
-269
Closed -$89.5K – 285
2024
Q4 		$89.5K Sell
269
-2
-0.7% -$729 0.03% 240
2024
Q3 		$102K Buy
271
+39
+17% +$13.5K 0.03% 224
2024
Q2 		$71.3K Buy
232
+43
+23% +$15.6K 0.03% 237
2024
Q1 		$76.3K Buy
189
+70
+59% +$27.4K 0.03% 231
2023
Q4 		$47.4K Buy
119
+118
+11,800% +$41.4K 0.02% 244
2023
Q3 		$356 Buy
+1
New +$364 ﹤0.01% 641

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 $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

VisionPoint Advisory Group's POOL Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 269 shares — an estimated $89.5K sold.

VisionPoint Advisory Group first reported a position in POOL in Q3 2023 and held it in 6 quarters. The position peaked at $102K in Q3 2024. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 269 Pool Corp shares in Q1 2025, an estimated $89.5K.
  • VisionPoint Advisory Group first reported a position in Pool Corp in Q3 2023 and held it in 6 quarters.
  • VisionPoint Advisory Group's Pool Corp position peaked at $102K in Q3 2024.
  • 737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.