CWM
POOL icon

Compass Wealth Management’s Pool Corp POOL Stock Holding History

Compass 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
2026
Q1 		$2.11M Buy
+10,432
New +$2.46M 0.52% 61
2025
Q4 		– Sell
-7,441
Closed -$2.31M – 132
2025
Q3 		$2.31M Buy
7,441
+3,005
+68% +$942K 0.52% 65
2025
Q2 		$1.29M Buy
4,436
+4,265
+2,494% +$1.29M 0.31% 79
2025
Q1 		$54.4K Hold
171
– – 0.01% 234
2024
Q4 		$58.3K Hold
171
– – 0.01% 229
2024
Q3 		$64.4K Sell
171
-16
-9% -$5.54K 0.02% 230
2024
Q2 		$57.5K Hold
187
– – 0.01% 236
2024
Q1 		$75.5K Hold
187
– – 0.02% 215
2023
Q4 		$74.6K Hold
187
– – 0.02% 213
2023
Q3 		$66.6K Hold
187
– – 0.02% 209
2023
Q2 		$70.1K Hold
187
– – 0.02% 214
2023
Q1 		$64K Hold
187
– – 0.02% 217
2022
Q4 		$56.5K Buy
+187
New +$59.2K 0.02% 220

Other funds holding POOL

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BlackRock
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T. Rowe Price Investment Management
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VCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return