LWM
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Liberty Wealth Management’s Pool Corp POOL Stock Holding History

Liberty 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
Q4 		– Sell
-76
Closed -$37K – 851
2021
Q3 		$37K Buy
76
+71
+1,420% +$33.7K 0.01% 481
2021
Q2 		$2K Buy
+5
New +$2.1K ﹤0.01% 937
2020
Q1 		– Sell
-3
Closed -$1K – 960
2019
Q4 		$1K Buy
+3
New +$619 ﹤0.01% 853

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Liberty Wealth Management's POOL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Pool Corp (POOL) in Q4 2021, closing a stake of 76 shares — an estimated $37K sold.

Liberty Wealth Management first reported a position in POOL in Q4 2019 and held it in 3 quarters. The position peaked at $37K in Q3 2021. 732 funds tracked by Wall St. Rank hold POOL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Pool Corp position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 76 Pool Corp shares in Q4 2021, an estimated $37K.
  • Liberty Wealth Management first reported a position in Pool Corp in Q4 2019 and held it in 3 quarters.
  • Liberty Wealth Management's Pool Corp position peaked at $37K in Q3 2021.
  • 732 funds tracked by Wall St. Rank held Pool Corp as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.