Front Row Advisors’s Pool Corp POOL Stock Holding History

Front Row Advisors’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	-47	Closed	-$14K	–	942
2022 Q4	$14K	Hold	47	–	–	0.01%	436
2022 Q3	$15K	Hold	47	–	–	0.01%	437
2022 Q2	$17K	Hold	47	–	–	0.01%	428
2022 Q1	$20K	Hold	47	–	–	0.01%	422
2021 Q4	$27K	Hold	47	–	–	0.01%	363
2021 Q3	$20K	Hold	47	–	–	0.01%	428
2021 Q2	$23K	Hold	47	–	–	0.01%	398
2021 Q1	$16K	Sell	47 -13	-22%	-$4.53K	0.01%	449
2020 Q4	$22K	Hold	60	–	–	0.01%	370
2020 Q3	$21K	Sell	60 -11	-15%	-$3.4K	0.01%	375
2020 Q2	$19K	Sell	71 -30	-30%	-$6.95K	0.01%	354
2020 Q1	$21K	Buy	101 +77	+321%	+$16.4K	0.01%	331
2019 Q4	$5K	Hold	24	–	–	﹤0.01%	627
2019 Q3	$5K	Buy	24 +5	+26%	+$964	﹤0.01%	613
2019 Q2	$4K	Hold	19	–	–	﹤0.01%	666
2019 Q1	$3K	Hold	19	–	–	﹤0.01%	761
2018 Q4	$3K	Sell	19 -6	-24%	-$898	﹤0.01%	707
2018 Q3	$3	Hold	25	–	–	﹤0.01%	718
2018 Q2	$4	Hold	25	–	–	﹤0.01%	692
2018 Q1	$4K	Buy	+25	New	+$3.44K	﹤0.01%	653

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return