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Robertson Stephens Wealth Management’s Pool Corp POOL Stock Holding History

Robertson Stephens Wealth Management’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
2024
Q4 		– Sell
-1,640
Closed -$618K – 624
2024
Q3 		$618K Buy
+1,640
New +$567K 0.02% 363

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Robertson Stephens Wealth Management's POOL Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 1,640 shares — an estimated $618K sold.

Robertson Stephens Wealth Management first reported a position in POOL in Q3 2024 and held it in 1 quarter. The position peaked at $618K in Q3 2024. 739 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,640 Pool Corp shares in Q4 2024, an estimated $618K.
  • Robertson Stephens Wealth Management first reported a position in Pool Corp in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Pool Corp position peaked at $618K in Q3 2024.
  • 739 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.