Glassman Wealth Services’s Pool Corp POOL Stock Holding History

Glassman Wealth 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
2024 Q1	–	Sell	-27	Closed	-$10.8K	–	1400
2023 Q4	$10.8K	Buy	27 +4	+17%	+$1.4K	﹤0.01%	862
2023 Q3	$8.19K	Sell	23 -1	-4%	-$364	﹤0.01%	908
2023 Q2	$8.99K	Buy	24 +10	+71%	+$3.42K	﹤0.01%	840
2023 Q1	$4.79K	Buy	14 +11	+367%	+$3.9K	﹤0.01%	1011
2022 Q4	$907	Sell	3 -20	-87%	-$6.33K	﹤0.01%	1449
2022 Q3	$7K	Sell	23 -6	-21%	-$2.14K	﹤0.01%	910
2022 Q2	$10K	Buy	29 +16	+123%	+$6.34K	﹤0.01%	818
2022 Q1	$5K	Buy	13 +6	+86%	+$2.8K	﹤0.01%	1008
2021 Q4	$4K	Buy	7 +2	+40%	+$1.05K	﹤0.01%	1046
2021 Q3	$2K	Buy	5 +3	+150%	+$1.42K	﹤0.01%	1205
2021 Q2	$1K	Buy	2 +1	+100%	+$421	﹤0.01%	1358
2021 Q1	$0	Buy	+1	New	+$348	﹤0.01%	1583
2020 Q2	–	Sell	-4	Closed	-$1K	–	1465
2020 Q1	$1K	Buy	4 +1	+33%	+$213	﹤0.01%	959
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	1003
2019 Q3	$1K	Buy	+3	New	+$578	﹤0.01%	897

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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

William Blair & Company

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

Neuberger Berman Group

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return