HHM Wealth Advisors’s Pool Corp POOL Stock Holding History

HHM Wealth 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
2022 Q3	–	Sell	-16	Closed	-$6K	–	769
2022 Q2	$6K	Buy	+16	New	+$6.34K	﹤0.01%	622

Other funds holding POOL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

HHM Wealth Advisors's POOL Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Pool Corp (POOL) in Q3 2022, closing a stake of 16 shares — an estimated $6K sold.

HHM Wealth Advisors first reported a position in POOL in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 651 funds tracked by Wall St. Rank hold POOL as of Q3 2022.

HHM Wealth Advisors reported no remaining Pool Corp position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 16 Pool Corp shares in Q3 2022, an estimated $6K.
HHM Wealth Advisors first reported a position in Pool Corp in Q2 2022 and held it in 1 quarter.
HHM Wealth Advisors's Pool Corp position peaked at $6K in Q2 2022.
651 funds tracked by Wall St. Rank held Pool Corp as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.