WAP
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Wealthcare Advisory Partners’s Pool Corp POOL Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-56
Closed -$19K – 1505
2021
Q1 		$19K Buy
+56
New +$19.5K ﹤0.01% 1221

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State Street
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Wealthcare Advisory Partners's POOL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Pool Corp (POOL) in Q2 2021, closing a stake of 56 shares — an estimated $19K sold.

Wealthcare Advisory Partners first reported a position in POOL in Q1 2021 and held it in 1 quarter. The position peaked at $19K in Q1 2021. 674 funds tracked by Wall St. Rank hold POOL as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Pool Corp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 56 Pool Corp shares in Q2 2021, an estimated $19K.
  • Wealthcare Advisory Partners first reported a position in Pool Corp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Pool Corp position peaked at $19K in Q1 2021.
  • 674 funds tracked by Wall St. Rank held Pool Corp as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.