Centerpoint Advisors’s Pool Corp POOL Stock Holding History

Centerpoint 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
2026 Q1	$11K	Hold	55	–	–	﹤0.01%	312
2025 Q4	$13K	Hold	55	–	–	﹤0.01%	306
2025 Q3	$17K	Hold	55	–	–	0.01%	283
2025 Q2	$16K	Hold	55	–	–	0.01%	285
2025 Q1	$18K	Hold	55	–	–	0.01%	259
2024 Q4	$19K	Hold	55	–	–	0.01%	274
2024 Q3	$21K	Buy	55 +12	+28%	+$4.15K	0.01%	263
2024 Q2	$13K	Hold	43	–	–	﹤0.01%	331
2024 Q1	$17K	Hold	43	–	–	0.01%	281
2023 Q4	$17K	Hold	43	–	–	0.01%	280
2023 Q3	$15K	Sell	43 -1	-2%	-$364	0.01%	292
2023 Q2	$16K	Hold	44	–	–	0.01%	295
2023 Q1	$15K	Hold	44	–	–	0.01%	314
2022 Q4	$13K	Buy	+44	New	+$13.9K	0.01%	281
2018 Q3	–	Sell	-23	Closed	-$3K	–	334
2018 Q2	$3K	Buy	+23	New	+$3.38K	﹤0.01%	265

Other funds holding POOL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return