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Drive Wealth Management’s Pool Corp POOL Stock Holding History

Drive 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
Q1 		– Sell
-428
Closed -$242K – 187
2021
Q4 		$242K Buy
+428
New +$224K 0.21% 124

Other funds holding POOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Drive Wealth Management's POOL Position: Q1 2022 in Review

Drive Wealth Management sold out of Pool Corp (POOL) in Q1 2022, closing a stake of 428 shares — an estimated $242K sold.

Drive Wealth Management first reported a position in POOL in Q4 2021 and held it in 1 quarter. The position peaked at $242K in Q4 2021. 711 funds tracked by Wall St. Rank hold POOL as of Q1 2022.

  • Drive Wealth Management reported no remaining Pool Corp position as of Q1 2022 after selling out during the quarter.
  • Drive Wealth Management sold 428 Pool Corp shares in Q1 2022, an estimated $242K.
  • Drive Wealth Management first reported a position in Pool Corp in Q4 2021 and held it in 1 quarter.
  • Drive Wealth Management's Pool Corp position peaked at $242K in Q4 2021.
  • 711 funds tracked by Wall St. Rank held Pool Corp as of Q1 2022.

Based on Drive Wealth Management's 13F filing for Q1 2022, filed 15 Nov 2022.