Checchi Capital Advisers’s Pool Corp POOL Stock Holding History

Checchi Capital Advisers’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 Q1	–	Sell	-362	Closed	-$205K	–	565
2021 Q4	$205K	Buy	+362	New	+$190K	0.02%	501
2021 Q3	–	Sell	-573	Closed	-$263K	–	540
2021 Q2	$263K	Buy	+573	New	+$241K	0.03%	427
2016 Q3	–	Sell	-332	Closed	-$31K	–	991
2016 Q2	$31K	Buy	+332	New	+$29.8K	﹤0.01%	1041

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Checchi Capital Advisers's POOL Position: Q1 2022 in Review

Checchi Capital Advisers sold out of Pool Corp (POOL) in Q1 2022, closing a stake of 362 shares — an estimated $205K sold.

Checchi Capital Advisers first reported a position in POOL in Q2 2016 and held it in 3 quarters. The position peaked at $263K in Q2 2021. 712 funds tracked by Wall St. Rank hold POOL as of Q1 2022.

Checchi Capital Advisers reported no remaining Pool Corp position as of Q1 2022 after selling out during the quarter.
Checchi Capital Advisers sold 362 Pool Corp shares in Q1 2022, an estimated $205K.
Checchi Capital Advisers first reported a position in Pool Corp in Q2 2016 and held it in 3 quarters.
Checchi Capital Advisers's Pool Corp position peaked at $263K in Q2 2021.
712 funds tracked by Wall St. Rank held Pool Corp as of Q1 2022.

Based on Checchi Capital Advisers's 13F filing for Q1 2022, filed 9 May 2022.