CWM
POOL icon

Curi Wealth Management’s Pool Corp POOL Stock Holding History

Curi 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
2022
Q3 		– Sell
-85
Closed -$30K – 567
2022
Q2 		$30K Hold
85
– – 0.01% 267
2022
Q1 		$35K Buy
85
+50
+143% +$23.3K 0.01% 245
2021
Q4 		$19K Buy
+35
New +$18.3K ﹤0.01% 257
2021
Q1 		– Sell
-35
Closed -$13K – 387
2020
Q4 		$13K Buy
+35
New +$12.2K 0.01% 224

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Curi Wealth Management's POOL Position: Q3 2022 in Review

Curi Wealth Management sold out of Pool Corp (POOL) in Q3 2022, closing a stake of 85 shares — an estimated $30K sold.

Curi Wealth Management first reported a position in POOL in Q4 2020 and held it in 4 quarters. The position peaked at $35K in Q1 2022. 651 funds tracked by Wall St. Rank hold POOL as of Q3 2022.

  • Curi Wealth Management reported no remaining Pool Corp position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 85 Pool Corp shares in Q3 2022, an estimated $30K.
  • Curi Wealth Management first reported a position in Pool Corp in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Pool Corp position peaked at $35K in Q1 2022.
  • 651 funds tracked by Wall St. Rank held Pool Corp as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.