Harvest Group Wealth Management’s Pool Corp POOL Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-8	Closed	-$3K	–	524
2020 Q4	$3K	Sell	8 -3	-27%	-$1.05K	﹤0.01%	310
2020 Q3	$4K	Hold	11	–	–	﹤0.01%	283
2020 Q2	$2K	Hold	11	–	–	﹤0.01%	316
2020 Q1	$2K	Sell	11 -46	-81%	-$9.79K	﹤0.01%	320
2019 Q4	$12K	Sell	57 -5	-8%	-$1.03K	0.01%	213
2019 Q3	$13K	Hold	62	–	–	0.02%	223
2019 Q2	$11K	Sell	62 -2	-3%	-$361	0.01%	211
2019 Q1	$11K	Buy	+64	New	+$9.94K	0.01%	226

Other funds holding POOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Harvest Group Wealth Management's POOL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Pool Corp (POOL) in Q1 2021, closing a stake of 8 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in POOL in Q1 2019 and held it in 8 quarters. The position peaked at $13K in Q3 2019. 609 funds tracked by Wall St. Rank hold POOL as of Q1 2021.

Harvest Group Wealth Management reported no remaining Pool Corp position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 8 Pool Corp shares in Q1 2021, an estimated $3K.
Harvest Group Wealth Management first reported a position in Pool Corp in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Pool Corp position peaked at $13K in Q3 2019.
609 funds tracked by Wall St. Rank held Pool Corp as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.