Baldwin Wealth Partners’s Pool Corp POOL Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-1,189	Closed	-$448K	–	809
2024 Q3	$448K	Buy	+1,189	New	+$411K	0.03%	210

Other funds holding POOL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's POOL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 1,189 shares — an estimated $448K sold.

Baldwin Wealth Partners first reported a position in POOL in Q3 2024 and held it in 1 quarter. The position peaked at $448K in Q3 2024. 739 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

Baldwin Wealth Partners reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,189 Pool Corp shares in Q4 2024, an estimated $448K.
Baldwin Wealth Partners first reported a position in Pool Corp in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Pool Corp position peaked at $448K in Q3 2024.
739 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.