FPFS
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First Personal Financial Services’s Pool Corp POOL Stock Holding History

First Personal Financial Services’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
-10
Closed -$4K – 361
2021
Q3 		$4K Buy
+10
New +$4.74K ﹤0.01% 307
2018
Q2 		– Sell
-258
Closed -$38K – 868
2018
Q1 		$38K Buy
258
+8
+3% +$1.1K 0.01% 492
2017
Q4 		$32K Buy
250
+27
+12% +$3.28K 0.01% 551
2017
Q3 		$24K Buy
+223
New +$24.1K 0.01% 556

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

First Personal Financial Services's POOL Position: Q4 2021 in Review

First Personal Financial Services sold out of Pool Corp (POOL) in Q4 2021, closing a stake of 10 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in POOL in Q3 2017 and held it in 4 quarters. The position peaked at $38K in Q1 2018. 732 funds tracked by Wall St. Rank hold POOL as of Q4 2021.

  • First Personal Financial Services reported no remaining Pool Corp position as of Q4 2021 after selling out during the quarter.
  • First Personal Financial Services sold 10 Pool Corp shares in Q4 2021, an estimated $4K.
  • First Personal Financial Services first reported a position in Pool Corp in Q3 2017 and held it in 4 quarters.
  • First Personal Financial Services's Pool Corp position peaked at $38K in Q1 2018.
  • 732 funds tracked by Wall St. Rank held Pool Corp as of Q4 2021.

Based on First Personal Financial Services's 13F filing for Q4 2021, filed 4 Feb 2022.