AWM
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Accurate Wealth Management’s Pool Corp POOL Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-37
Closed -$12K – 1103
2022
Q4 		$12K Buy
+37
New +$11.7K ﹤0.01% 817

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Accurate Wealth Management's POOL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Pool Corp (POOL) in Q1 2023, closing a stake of 37 shares — an estimated $12K sold.

Accurate Wealth Management first reported a position in POOL in Q4 2022 and held it in 1 quarter. The position peaked at $12K in Q4 2022. 689 funds tracked by Wall St. Rank hold POOL as of Q1 2023.

  • Accurate Wealth Management reported no remaining Pool Corp position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 37 Pool Corp shares in Q1 2023, an estimated $12K.
  • Accurate Wealth Management first reported a position in Pool Corp in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Pool Corp position peaked at $12K in Q4 2022.
  • 689 funds tracked by Wall St. Rank held Pool Corp as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.