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Regent Peak Wealth Advisors’s Pool Corp POOL Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-8
Closed -$3K – 763
2020
Q4 		$3K Buy
+8
New +$2.79K ﹤0.01% 764

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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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Regent Peak Wealth Advisors's POOL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Pool Corp (POOL) in Q1 2021, closing a stake of 8 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in POOL in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 609 funds tracked by Wall St. Rank hold POOL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Pool Corp position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 8 Pool Corp shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Pool Corp in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Pool Corp position peaked at $3K in Q4 2020.
  • 609 funds tracked by Wall St. Rank held Pool Corp as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.