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CreativeOne Wealth’s Pool Corp POOL Stock Holding History

CreativeOne Wealth’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
Q1 		– Sell
-1,398
Closed -$423K – 826
2022
Q4 		$423K Buy
+1,398
New +$443K 0.02% 479
2022
Q2 		– Sell
-704
Closed -$297K – 782
2022
Q1 		$297K Buy
+704
New +$329K 0.02% 579

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

CreativeOne Wealth's POOL Position: Q1 2023 in Review

CreativeOne Wealth sold out of Pool Corp (POOL) in Q1 2023, closing a stake of 1,398 shares — an estimated $423K sold.

CreativeOne Wealth first reported a position in POOL in Q1 2022 and held it in 2 quarters. The position peaked at $423K in Q4 2022. 690 funds tracked by Wall St. Rank hold POOL as of Q1 2023.

  • CreativeOne Wealth reported no remaining Pool Corp position as of Q1 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 1,398 Pool Corp shares in Q1 2023, an estimated $423K.
  • CreativeOne Wealth first reported a position in Pool Corp in Q1 2022 and held it in 2 quarters.
  • CreativeOne Wealth's Pool Corp position peaked at $423K in Q4 2022.
  • 690 funds tracked by Wall St. Rank held Pool Corp as of Q1 2023.

Based on CreativeOne Wealth's 13F filing for Q1 2023, filed 15 May 2023.