PCS
POOL icon

Personal CFO Solutions’s Pool Corp POOL Stock Holding History

Personal CFO Solutions’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
-603
Closed – – 398
2020
Q3 		$0 Sell
603
-336
-36% -$104K ﹤0.01% 289
2020
Q2 		$255K Sell
939
-410
-30% -$94.9K 0.08% 239
2020
Q1 		$265K Sell
1,349
-55
-4% -$11.7K 0.1% 188
2019
Q4 		$298K Buy
1,404
+253
+22% +$52.2K 0.09% 209
2019
Q3 		$232K Buy
+1,151
New +$222K 0.09% 252

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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

Personal CFO Solutions's POOL Position: Q4 2020 in Review

Personal CFO Solutions sold out of Pool Corp (POOL) in Q4 2020, closing a stake of 603 shares.

Personal CFO Solutions first reported a position in POOL in Q3 2019 and held it in 5 quarters. The position peaked at $298K in Q4 2019. 599 funds tracked by Wall St. Rank hold POOL as of Q4 2020.

  • Personal CFO Solutions reported no remaining Pool Corp position as of Q4 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 603 Pool Corp shares in Q4 2020.
  • Personal CFO Solutions first reported a position in Pool Corp in Q3 2019 and held it in 5 quarters.
  • Personal CFO Solutions's Pool Corp position peaked at $298K in Q4 2019.
  • 599 funds tracked by Wall St. Rank held Pool Corp as of Q4 2020.

Based on Personal CFO Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.