McClarren Financial Advisors’s Pool Corp POOL Stock Holding History

McClarren Financial Advisors’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
2025 Q2	–	Sell	-230	Closed	-$73K	–	238
2025 Q1	$73K	Hold	230	–	–	0.05%	119
2024 Q4	$78K	Buy	230 +1	+0.4%	+$364	0.22%	61
2024 Q3	$86	Sell	229 -78	-25%	-$27K	0.01%	101
2024 Q2	$70K	Buy	307 +79	+35%	+$28.6K	0.05%	124
2024 Q1	$92K	Buy	228 +1	+0.4%	+$391	0.07%	107
2023 Q4	$91K	Buy	227 +1	+0.4%	+$351	0.07%	117
2023 Q3	$80K	Buy	226 +1	+0.4%	+$364	0.07%	118
2023 Q2	$84K	Buy	225 +1	+0.4%	+$342	0.07%	118
2023 Q1	$77K	Hold	224	–	–	0.07%	118
2022 Q4	$67K	Buy	224 +1	+0.4%	+$317	0.06%	125
2022 Q3	$71K	Buy	+223	New	+$79.6K	0.07%	107
2022 Q2	–	Sell	-222	Closed	-$94K	–	205
2022 Q1	$94K	Sell	222 -1	-0.4%	-$467	0.07%	90
2021 Q4	$126K	Buy	223 +2	+0.9%	+$1.05K	0.09%	83
2021 Q3	$96K	Hold	221	–	–	0.07%	80
2021 Q2	$101K	Hold	221	–	–	0.08%	77
2021 Q1	$76K	Buy	221 +1	+0.5%	+$348	0.07%	93
2020 Q4	$82K	Buy	+220	New	+$76.7K	0.08%	81

Other funds holding POOL

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

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return