Column Capital Advisors’s Pool Corp POOL Stock Holding History

Column Capital 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
2023 Q3	$47.7K	Sell	134 -8	-6%	-$2.91K	0.01%	331
2023 Q2	$53.2K	Hold	142	–	–	0.01%	315
2023 Q1	$48.6K	Hold	142	–	–	0.01%	324
2022 Q4	$42.9K	Buy	142 +8	+6%	+$2.53K	0.01%	321
2022 Q3	$43K	Hold	134	–	–	0.01%	294
2022 Q2	$47K	Buy	134 +24	+22%	+$9.52K	0.01%	290
2022 Q1	$47K	Hold	110	–	–	0.01%	297
2021 Q4	$62K	Hold	110	–	–	0.01%	267
2021 Q3	$48K	Sell	110 -16	-13%	-$7.58K	0.01%	273
2021 Q2	$58K	Hold	126	–	–	0.01%	256
2021 Q1	$44K	Hold	126	–	–	0.01%	290
2020 Q4	$47K	Hold	126	–	–	0.01%	281
2020 Q3	$42K	Sell	126 -66	-34%	-$20.4K	0.01%	273
2020 Q2	$52K	Buy	192 +41	+27%	+$9.49K	0.02%	238
2020 Q1	$30K	Sell	151 -31	-17%	-$6.6K	0.01%	268
2019 Q4	$38K	Buy	+182	New	+$37.6K	0.02%	278

Other funds holding POOL

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

BlackRock New York $5.72T AUM 30.48% 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

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return