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Sound Financial Strategies Group’s Pool Corp POOL Stock Holding History

Sound Financial Strategies Group’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
2022
Q1 		– Sell
-1,462
Closed -$827K – 98
2021
Q4 		$827K Sell
1,462
-22
-1% -$11.5K 0.41% 25
2021
Q3 		$645K Buy
1,484
+71
+5% +$33.7K 0.32% 43
2021
Q2 		$648K Buy
+1,413
New +$595K 0.32% 26

Other funds holding POOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Sound Financial Strategies Group's POOL Position: Q1 2022 in Review

Sound Financial Strategies Group sold out of Pool Corp (POOL) in Q1 2022, closing a stake of 1,462 shares — an estimated $827K sold.

Sound Financial Strategies Group first reported a position in POOL in Q2 2021 and held it in 3 quarters. The position peaked at $827K in Q4 2021. 711 funds tracked by Wall St. Rank hold POOL as of Q1 2022.

  • Sound Financial Strategies Group reported no remaining Pool Corp position as of Q1 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 1,462 Pool Corp shares in Q1 2022, an estimated $827K.
  • Sound Financial Strategies Group first reported a position in Pool Corp in Q2 2021 and held it in 3 quarters.
  • Sound Financial Strategies Group's Pool Corp position peaked at $827K in Q4 2021.
  • 711 funds tracked by Wall St. Rank held Pool Corp as of Q1 2022.

Based on Sound Financial Strategies Group's 13F filing for Q1 2022, filed 5 May 2022.