Cassady Schiller Wealth Management’s Pool Corp POOL Stock Holding History

Cassady Schiller 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 Q4	$682	Buy	+2	New	+$729	﹤0.01%	886

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

Cassady Schiller Wealth Management's POOL Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Pool Corp (POOL) in Q4 2024: 2 shares worth $682. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings.

739 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

Cassady Schiller Wealth Management held 2 shares of Pool Corp worth $682 as of Q4 2024.
Pool Corp was a new Cassady Schiller Wealth Management position in Q4 2024.
Pool Corp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #886 holding.
739 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.