Highline Wealth Partners’s Pool Corp POOL Stock Holding History

Highline Wealth Partners’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 Q4	–	Sell	-17	Closed	-$6.05K	–	430
2023 Q3	$6.05K	Buy	+17	New	+$6.19K	﹤0.01%	219

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

Highline Wealth Partners's POOL Position: Q4 2023 in Review

Highline Wealth Partners sold out of Pool Corp (POOL) in Q4 2023, closing a stake of 17 shares — an estimated $6.05K sold.

Highline Wealth Partners first reported a position in POOL in Q3 2023 and held it in 1 quarter. The position peaked at $6.05K in Q3 2023. 759 funds tracked by Wall St. Rank hold POOL as of Q4 2023.

Highline Wealth Partners reported no remaining Pool Corp position as of Q4 2023 after selling out during the quarter.
Highline Wealth Partners sold 17 Pool Corp shares in Q4 2023, an estimated $6.05K.
Highline Wealth Partners first reported a position in Pool Corp in Q3 2023 and held it in 1 quarter.
Highline Wealth Partners's Pool Corp position peaked at $6.05K in Q3 2023.
759 funds tracked by Wall St. Rank held Pool Corp as of Q4 2023.

Based on Highline Wealth Partners's 13F filing for Q4 2023, filed 29 Oct 2024.