My Personal CFO LLC’s Pool Corp POOL Stock Holding History

My Personal CFO LLC’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	-3	Closed	-$907	–	627
2022 Q4	$907	Buy	+3	New	+$950	﹤0.01%	654

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

My Personal CFO LLC's POOL Position: Q1 2023 in Review

My Personal CFO LLC sold out of Pool Corp (POOL) in Q1 2023, closing a stake of 3 shares — an estimated $907 sold.

My Personal CFO LLC first reported a position in POOL in Q4 2022 and held it in 1 quarter. The position peaked at $907 in Q4 2022. 689 funds tracked by Wall St. Rank hold POOL as of Q1 2023.

My Personal CFO LLC reported no remaining Pool Corp position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 3 Pool Corp shares in Q1 2023, an estimated $907.
My Personal CFO LLC first reported a position in Pool Corp in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Pool Corp position peaked at $907 in Q4 2022.
689 funds tracked by Wall St. Rank held Pool Corp as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.