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SFS
Sowell Financial Services’s
Pool Corp
POOL
Stock Holding History
Sowell Financial Services’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
Q2
–
Sell
-240
Closed
-$104K
–
2132
2021
Q1
$104K
Sell
240
-33
-12%
-$11.5K
﹤0.01%
1350
2020
Q4
$102K
Sell
273
-155
-36%
-$54.1K
﹤0.01%
1146
2020
Q3
$143K
Sell
428
-96
-18%
-$29.7K
0.01%
849
2020
Q2
$142K
Buy
524
+351
+203%
+$81.3K
0.01%
853
2020
Q1
$34K
Sell
173
-122
-41%
-$26K
﹤0.01%
1185
2019
Q4
$63K
Buy
295
+288
+4,114%
+$59.5K
﹤0.01%
1072
2019
Q3
$1K
Buy
+7
New
+$1.35K
﹤0.01%
2290
Other funds holding POOL
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$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
EAM
Eagle Asset Management
St Petersburg, Florida
$19.6B AUM
41.58%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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