PFO
POOL icon

Pathstone Family Office’s Pool Corp POOL Stock Holding History

Pathstone Family Office’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
Q3 		$872K Buy
2,450
+678
+38% +$247K 0.01% 779
2023
Q2 		$645K Buy
1,772
+323
+22% +$110K 0.01% 647
2023
Q1 		$506K Sell
1,449
-3,773
-72% -$1.34M 0.01% 692
2022
Q4 		$1.12M Sell
5,222
-781
-13% -$247K 0.01% 742
2022
Q3 		$1.91M Buy
6,003
+3,923
+189% +$1.4M 0.02% 461
2022
Q2 		$730K Buy
2,080
+513
+33% +$203K 0.02% 433
2022
Q1 		$662K Sell
1,567
-202
-11% -$94.3K 0.02% 446
2021
Q4 		$1M Buy
1,769
+29
+2% +$15.2K 0.03% 337
2021
Q3 		$755K Buy
1,740
+248
+17% +$118K 0.02% 369
2021
Q2 		$684K Buy
1,492
+233
+19% +$98.1K 0.02% 377
2021
Q1 		$435K Buy
+1,259
New +$439K 0.01% 378
2018
Q2 		– Sell
-11
Closed -$2K – 288
2018
Q1 		$2K Buy
+11
New +$1.51K ﹤0.01% 334

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BlackRock
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return