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CPIG
Chicago Partners Investment Group’s
Pool Corp
POOL
Stock Holding History
Chicago Partners Investment Group’s Portfolio
POOL Stock Details
POOL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$301K
Buy
+1,287
New
+$303K
0.01%
1136
2025
Q4
–
Sell
-719
Closed
-$206K
–
1335
2025
Q3
$206K
Buy
+719
New
+$225K
0.01%
1147
2023
Q3
–
Sell
-552
Closed
-$210K
–
693
2023
Q2
$210K
Buy
+552
New
+$189K
0.01%
628
2023
Q1
–
Sell
-533
Closed
-$209K
–
681
2022
Q4
$209K
Buy
+533
New
+$169K
0.01%
579
2022
Q2
–
Sell
-517
Closed
-$200K
–
606
2022
Q1
$200K
Buy
517
+18
+4%
+$8.4K
0.02%
522
2021
Q4
$225K
Buy
499
+130
+35%
+$68.1K
0.02%
501
2021
Q3
$204K
Buy
+369
New
+$175K
0.01%
546
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$535B AUM
26.23%
1-Year Est. Return
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$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
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$145B AUM
22.78%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
VPM
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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