CRWM
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Castle Rock Wealth Management’s Pool Corp POOL Stock Holding History

Castle Rock 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
2020
Q4 		– Sell
-832
Closed -$296K – 243
2020
Q3 		$296K Buy
832
+45
+6% +$13.9K 0.19% 133
2020
Q2 		$256K Buy
+787
New +$182K 0.15% 165

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Castle Rock Wealth Management's POOL Position: Q4 2020 in Review

Castle Rock Wealth Management sold out of Pool Corp (POOL) in Q4 2020, closing a stake of 832 shares — an estimated $296K sold.

Castle Rock Wealth Management first reported a position in POOL in Q2 2020 and held it in 2 quarters. The position peaked at $296K in Q3 2020. 599 funds tracked by Wall St. Rank hold POOL as of Q4 2020.

  • Castle Rock Wealth Management reported no remaining Pool Corp position as of Q4 2020 after selling out during the quarter.
  • Castle Rock Wealth Management sold 832 Pool Corp shares in Q4 2020, an estimated $296K.
  • Castle Rock Wealth Management first reported a position in Pool Corp in Q2 2020 and held it in 2 quarters.
  • Castle Rock Wealth Management's Pool Corp position peaked at $296K in Q3 2020.
  • 599 funds tracked by Wall St. Rank held Pool Corp as of Q4 2020.

Based on Castle Rock Wealth Management's 13F filing for Q4 2020, filed 29 Jan 2021.