KPW
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Kore Private Wealth’s Pool Corp POOL Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-72
Closed -$19K – 863
2020
Q2 		$19K Buy
+72
New +$16.7K ﹤0.01% 656
2020
Q1 		– Sell
-338
Closed -$72K – 1172
2019
Q4 		$72K Buy
+338
New +$69.8K 0.01% 425

Other funds holding POOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kore Private Wealth's POOL Position: Q3 2020 in Review

Kore Private Wealth sold out of Pool Corp (POOL) in Q3 2020, closing a stake of 72 shares — an estimated $19K sold.

Kore Private Wealth first reported a position in POOL in Q4 2019 and held it in 2 quarters. The position peaked at $72K in Q4 2019. 522 funds tracked by Wall St. Rank hold POOL as of Q3 2020.

  • Kore Private Wealth reported no remaining Pool Corp position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 72 Pool Corp shares in Q3 2020, an estimated $19K.
  • Kore Private Wealth first reported a position in Pool Corp in Q4 2019 and held it in 2 quarters.
  • Kore Private Wealth's Pool Corp position peaked at $72K in Q4 2019.
  • 522 funds tracked by Wall St. Rank held Pool Corp as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.