CWM
POOL icon

Circle Wealth Management’s Pool Corp POOL Stock Holding History

Circle 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
2022
Q2 		– Sell
-497
Closed -$210K – 174
2022
Q1 		$210K Hold
497
– – 0.03% 176
2021
Q4 		$281K Hold
497
– – 0.04% 169
2021
Q3 		$216K Sell
497
-740
-60% -$351K 0.03% 170
2021
Q2 		$567K Hold
1,237
– – 0.08% 112
2021
Q1 		$427K Hold
1,237
– – 0.07% 123
2020
Q4 		$461K Buy
+1,237
New +$431K 0.07% 156

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Circle Wealth Management's POOL Position: Q2 2022 in Review

Circle Wealth Management sold out of Pool Corp (POOL) in Q2 2022, closing a stake of 497 shares — an estimated $210K sold.

Circle Wealth Management first reported a position in POOL in Q4 2020 and held it in 6 quarters. The position peaked at $567K in Q2 2021. 671 funds tracked by Wall St. Rank hold POOL as of Q2 2022.

  • Circle Wealth Management reported no remaining Pool Corp position as of Q2 2022 after selling out during the quarter.
  • Circle Wealth Management sold 497 Pool Corp shares in Q2 2022, an estimated $210K.
  • Circle Wealth Management first reported a position in Pool Corp in Q4 2020 and held it in 6 quarters.
  • Circle Wealth Management's Pool Corp position peaked at $567K in Q2 2021.
  • 671 funds tracked by Wall St. Rank held Pool Corp as of Q2 2022.

Based on Circle Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.