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Baystate Wealth Management’s Pool Corp POOL Stock Holding History

Baystate 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
Q3 		– Sell
-18
Closed -$6.79K – 1078
2023
Q2 		$6.79K Hold
18
– – ﹤0.01% 641
2023
Q1 		$6.18K Buy
+18
New +$6.39K ﹤0.01% 652

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Baystate Wealth Management's POOL Position: Q3 2023 in Review

Baystate Wealth Management sold out of Pool Corp (POOL) in Q3 2023, closing a stake of 18 shares — an estimated $6.79K sold.

Baystate Wealth Management first reported a position in POOL in Q1 2023 and held it in 2 quarters. The position peaked at $6.79K in Q2 2023. 722 funds tracked by Wall St. Rank hold POOL as of Q3 2023.

  • Baystate Wealth Management reported no remaining Pool Corp position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 18 Pool Corp shares in Q3 2023, an estimated $6.79K.
  • Baystate Wealth Management first reported a position in Pool Corp in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's Pool Corp position peaked at $6.79K in Q2 2023.
  • 722 funds tracked by Wall St. Rank held Pool Corp as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.