KPWS
POOL icon

Kestra Private Wealth Services’s Pool Corp POOL Stock Holding History

Kestra Private 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
Q3 		– Sell
-775
Closed -$238K – 1442
2024
Q2 		$238K Sell
775
-325
-30% -$118K ﹤0.01% 1149
2024
Q1 		$444K Sell
1,100
-57
-5% -$22.3K 0.01% 850
2023
Q4 		$461K Buy
+1,157
New +$406K 0.01% 757
2022
Q4 		– Sell
-1,486
Closed -$473K – 966
2022
Q3 		$473K Sell
1,486
-134
-8% -$47.8K 0.03% 508
2022
Q2 		$569K Sell
1,620
-193
-11% -$76.5K 0.03% 464
2022
Q1 		$767K Sell
1,813
-408
-18% -$191K 0.04% 445
2021
Q4 		$1.26M Buy
2,221
+38
+2% +$19.9K 0.06% 330
2021
Q3 		$948K Buy
2,183
+524
+32% +$248K 0.05% 362
2021
Q2 		$761K Buy
+1,659
New +$699K 0.05% 409

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return