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Sweet Financial Partners’s Pool Corp POOL Stock Holding History

Sweet Financial Partners’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
-370
Closed -$209K – 184
2021
Q4 		$209K Buy
+370
New +$194K 0.09% 143

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Kayne Anderson Rudnick Investment Management
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Neuberger Berman Group
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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

Sweet Financial Partners's POOL Position: Q1 2022 in Review

Sweet Financial Partners sold out of Pool Corp (POOL) in Q1 2022, closing a stake of 370 shares — an estimated $209K sold.

Sweet Financial Partners first reported a position in POOL in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 711 funds tracked by Wall St. Rank hold POOL as of Q1 2022.

  • Sweet Financial Partners reported no remaining Pool Corp position as of Q1 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 370 Pool Corp shares in Q1 2022, an estimated $209K.
  • Sweet Financial Partners first reported a position in Pool Corp in Q4 2021 and held it in 1 quarter.
  • Sweet Financial Partners's Pool Corp position peaked at $209K in Q4 2021.
  • 711 funds tracked by Wall St. Rank held Pool Corp as of Q1 2022.

Based on Sweet Financial Partners's 13F filing for Q1 2022, filed 22 Apr 2022.