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Baron Silver Stevens Financial Advisors’s Pool Corp POOL Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q1 		– Sell
-12
Closed -$4K – 358
2020
Q4 		$4K Buy
+12
New +$4.18K ﹤0.01% 339

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's POOL Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Pool Corp (POOL) in Q1 2021, closing a stake of 12 shares — an estimated $4K sold.

Baron Silver Stevens Financial Advisors first reported a position in POOL in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 609 funds tracked by Wall St. Rank hold POOL as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Pool Corp position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 12 Pool Corp shares in Q1 2021, an estimated $4K.
  • Baron Silver Stevens Financial Advisors first reported a position in Pool Corp in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Pool Corp position peaked at $4K in Q4 2020.
  • 609 funds tracked by Wall St. Rank held Pool Corp as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.