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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 – 1396
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Glassman Wealth Services's POOL Position: Q1 2024 in Review

Glassman Wealth Services sold out of Pool Corp (POOL) in Q1 2024, closing a stake of 27 shares — an estimated $10.8K sold.

Glassman Wealth Services first reported a position in POOL in Q3 2019 and held it in 15 quarters. The position peaked at $10.8K in Q4 2023. 772 funds tracked by Wall St. Rank hold POOL as of Q1 2024.

  • Glassman Wealth Services reported no remaining Pool Corp position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 27 Pool Corp shares in Q1 2024, an estimated $10.8K.
  • Glassman Wealth Services first reported a position in Pool Corp in Q3 2019 and held it in 15 quarters.
  • Glassman Wealth Services's Pool Corp position peaked at $10.8K in Q4 2023.
  • 772 funds tracked by Wall St. Rank held Pool Corp as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.