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Milestone Wealth’s Pool Corp POOL Stock Holding History

Milestone 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
2022
Q3 		$9K Hold
28
– – 0.01% 175
2022
Q2 		$10K Sell
28
-28
-50% -$11.1K 0.01% 167
2022
Q1 		$32K Hold
56
– – 0.03% 160
2021
Q4 		$32K Buy
+56
New +$29.4K 0.03% 160

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Milestone Wealth's POOL Position: Q3 2022 in Review

Milestone Wealth held its Pool Corp (POOL) position steady in Q3 2022 at 28 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #175.

Milestone Wealth first reported a position in POOL in Q4 2021 and has held it in 4 quarters since. The position peaked at $32K in Q1 2022. 651 funds tracked by Wall St. Rank hold POOL as of Q3 2022.

  • Milestone Wealth held 28 shares of Pool Corp worth $9K as of Q3 2022.
  • Milestone Wealth left its Pool Corp share count unchanged in Q3 2022.
  • Pool Corp made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #175 holding.
  • Milestone Wealth first reported a position in Pool Corp in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Pool Corp position peaked at $32K in Q1 2022.
  • 651 funds tracked by Wall St. Rank held Pool Corp as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.