MBM Wealth Consultants’s Pool Corp POOL Stock Holding History

MBM Wealth Consultants’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 Q1	–	Sell	-21	Closed	-$6K	–	327
2022 Q4	$6K	Buy	+21	New	+$6.65K	﹤0.01%	261

Other funds holding POOL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

MBM Wealth Consultants's POOL Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Pool Corp (POOL) in Q1 2023, closing a stake of 21 shares — an estimated $6K sold.

MBM Wealth Consultants first reported a position in POOL in Q4 2022 and held it in 1 quarter. The position peaked at $6K in Q4 2022. 689 funds tracked by Wall St. Rank hold POOL as of Q1 2023.

MBM Wealth Consultants reported no remaining Pool Corp position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 21 Pool Corp shares in Q1 2023, an estimated $6K.
MBM Wealth Consultants first reported a position in Pool Corp in Q4 2022 and held it in 1 quarter.
MBM Wealth Consultants's Pool Corp position peaked at $6K in Q4 2022.
689 funds tracked by Wall St. Rank held Pool Corp as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.