CPC
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Consolidated Planning Corp’s Pool Corp POOL Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-4
Closed -$2K – 349
2021
Q3 		$2K Buy
+4
New +$1.9K ﹤0.01% 414

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Consolidated Planning Corp's POOL Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Pool Corp (POOL) in Q4 2021, closing a stake of 4 shares — an estimated $2K sold.

Consolidated Planning Corp first reported a position in POOL in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 732 funds tracked by Wall St. Rank hold POOL as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Pool Corp position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 4 Pool Corp shares in Q4 2021, an estimated $2K.
  • Consolidated Planning Corp first reported a position in Pool Corp in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Pool Corp position peaked at $2K in Q3 2021.
  • 732 funds tracked by Wall St. Rank held Pool Corp as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.