CFFP
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Center for Financial Planning’s Pool Corp POOL Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-10
Closed -$3K – 636
2022
Q3 		$3K Buy
+10
New +$3.57K ﹤0.01% 490

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Center for Financial Planning's POOL Position: Q4 2022 in Review

Center for Financial Planning sold out of Pool Corp (POOL) in Q4 2022, closing a stake of 10 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in POOL in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 661 funds tracked by Wall St. Rank hold POOL as of Q4 2022.

  • Center for Financial Planning reported no remaining Pool Corp position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 10 Pool Corp shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in Pool Corp in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Pool Corp position peaked at $3K in Q3 2022.
  • 661 funds tracked by Wall St. Rank held Pool Corp as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.