Tci Wealth Advisors, Inc. Pool Corp Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$300.83 - $422.17 $300 - $422	1 Added 5.56%	19 $6,000
Q4 2022 Feb 06, 2023	SELL	$283.92 - $351.36 $14,196 - $17,568	-50 Reduced 73.53%	18 $5,000
Q3 2022 Nov 08, 2022	SELL	$311.93 - $396.75 $3,119 - $3,967	-10 Reduced 12.82%	68 $22,000
Q2 2022 Jul 19, 2022	BUY	$332.18 - $433.54 $15,280 - $19,942	46 Added 143.75%	78 $27,000
Q1 2022 Apr 29, 2022	SELL	$415.42 - $550.25 $3,738 - $4,952	-9 Reduced 21.95%	32 $13,000
Q4 2021 Jan 24, 2022	BUY	$435.92 - $577.85 $2,615 - $3,467	6 Added 17.14%	41 $23,000
Q3 2021 Oct 29, 2021	BUY	$434.41 - $497.39 $1,303 - $1,492	3 Added 9.38%	35 $15,000
Q2 2021 Aug 02, 2021	BUY	$351.57 - $465.04 $703 - $930	2 Added 6.67%	32 $15,000
Q1 2021 Apr 29, 2021	BUY	$314.43 - $390.99 $4,087 - $5,082	13 Added 76.47%	30 $10,000
Q3 2020 Oct 20, 2020	SELL	$269.26 - $336.67 $807 - $1,010	-3 Reduced 15.0%	17 $6,000
Q2 2020 Jul 20, 2020	SELL	$178.27 - $271.87 $1,247 - $1,903	-7 Reduced 25.93%	20 $5,000
Q1 2020 Apr 14, 2020	SELL	$167.78 - $236.0 $10,737 - $15,104	-64 Reduced 70.33%	27 $5,000
Q4 2019 Jan 27, 2020	SELL	$197.1 - $217.46 $1,182 - $1,304	-6 Reduced 6.19%	91 $19,000
Q3 2019 Oct 17, 2019	SELL	$182.37 - $202.92 $4,012 - $4,464	-22 Reduced 18.49%	97 $20,000
Q4 2018 Jan 17, 2019	SELL	$138.61 - $167.0 $6,237 - $7,515	-45 Reduced 27.44%	119 $18,000
Q3 2018 Nov 02, 2018	SELL	$150.86 - $174.69 $1,961 - $2,270	-13 Reduced 7.34%	164 $27,000
Q1 2018 Apr 30, 2018	SELL	$125.81 - $149.4 $3,019 - $3,585	-24 Reduced 11.94%	177 $26,000
Q4 2017 Feb 01, 2018	SELL	$110.26 - $131.17 $441 - $524	-4 Reduced 1.95%	201 $26,000
Q2 2017 Aug 10, 2017	BUY	N/A	205	205 $24,000

Others Institutions Holding POOL

# of Institutions

788

Shares Held

38.6M

Call Options Held

85.3K

Put Options Held

115K

Vanguard Group Inc Valley Forge, PA

4.42M
Shares

$1.62 Billion
0.03% of portfolio
Black Rock Inc. New York, NY

3.3M
Shares

$1.21 Billion
0.02% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

2.22M
Shares

$814 Million
1.92% of portfolio
State Street Corp Boston, MA

1.59M
Shares

$582 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

1.26M
Shares

$462 Million
0.04% of portfolio

View Full List

About POOL CORP

Ticker POOL
Exchange NASDAQ
Sector Industrials
Industry Industrial Distribution
Shares Outstandng 39,590,600
Market Cap $14.5B
Description
Pool Corporation distributes swimming pool supplies, equipment, and related leisure products in the United States and internationally. The company offers maintenance products, including chemicals, supplies, and pool accessories; repair and replacement parts for pool equipment, such as cleaners, filters, heaters, pumps, and lights; fiberglass poo...

More about POOL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account