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Paces Ferry Wealth Advisors’s Pool Corp POOL Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-71
Closed -$24K – 847
2020
Q3 		$24K Buy
+71
New +$22K 0.02% 309

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Paces Ferry Wealth Advisors's POOL Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Pool Corp (POOL) in Q4 2020, closing a stake of 71 shares — an estimated $24K sold.

Paces Ferry Wealth Advisors first reported a position in POOL in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 599 funds tracked by Wall St. Rank hold POOL as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Pool Corp position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 71 Pool Corp shares in Q4 2020, an estimated $24K.
  • Paces Ferry Wealth Advisors first reported a position in Pool Corp in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Pool Corp position peaked at $24K in Q3 2020.
  • 599 funds tracked by Wall St. Rank held Pool Corp as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.