Compass Financial Advisors’s Pool Corp POOL Stock Holding History

Compass Financial 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 Q2	–	Sell	-688	Closed	-$236K	–	74
2023 Q1	$236K	Buy	+688	New	+$244K	0.3%	109

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Compass Financial Advisors's POOL Position: Q2 2023 in Review

Compass Financial Advisors sold out of Pool Corp (POOL) in Q2 2023, closing a stake of 688 shares — an estimated $236K sold.

Compass Financial Advisors first reported a position in POOL in Q1 2023 and held it in 1 quarter. The position peaked at $236K in Q1 2023. 704 funds tracked by Wall St. Rank hold POOL as of Q2 2023.

Compass Financial Advisors reported no remaining Pool Corp position as of Q2 2023 after selling out during the quarter.
Compass Financial Advisors sold 688 Pool Corp shares in Q2 2023, an estimated $236K.
Compass Financial Advisors first reported a position in Pool Corp in Q1 2023 and held it in 1 quarter.
Compass Financial Advisors's Pool Corp position peaked at $236K in Q1 2023.
704 funds tracked by Wall St. Rank held Pool Corp as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.