AE Wealth Management’s Pool Corp POOL Stock Holding History

AE 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
2024 Q1	–	Sell	-1,330	Closed	-$502K	–	1767
2023 Q4	$502K	Buy	1,330 +482	+57%	+$169K	﹤0.01%	1437
2023 Q3	$302K	Sell	848 -4	-0.5%	-$1.46K	﹤0.01%	1610
2023 Q2	$319K	Sell	852 -1	-0.1%	-$342	﹤0.01%	1591
2023 Q1	$292K	Buy	853 +27	+3%	+$9.58K	﹤0.01%	1566
2022 Q4	$250K	Sell	826 -706	-46%	-$224K	﹤0.01%	1575
2022 Q3	$488K	Buy	1,532 +636	+71%	+$227K	﹤0.01%	1279
2022 Q2	$315K	Buy	896 +14	+2%	+$5.55K	﹤0.01%	1417
2022 Q1	$373K	Buy	882 +313	+55%	+$146K	﹤0.01%	1337
2021 Q4	$322K	Buy	+569	New	+$298K	﹤0.01%	1421

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return