Symphony Financial’s Pool Corp POOL Stock Holding History

Symphony Financial’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 Q3	–	Sell	-1,500	Closed	-$686K	–	184
2021 Q2	$686K	Hold	1,500	–	–	0.23%	72
2021 Q1	$537K	Buy	+1,500	New	+$522K	0.14%	104

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Symphony Financial's POOL Position: Q3 2021 in Review

Symphony Financial sold out of Pool Corp (POOL) in Q3 2021, closing a stake of 1,500 shares — an estimated $686K sold.

Symphony Financial first reported a position in POOL in Q1 2021 and held it in 2 quarters. The position peaked at $686K in Q2 2021. 694 funds tracked by Wall St. Rank hold POOL as of Q3 2021.

Symphony Financial reported no remaining Pool Corp position as of Q3 2021 after selling out during the quarter.
Symphony Financial sold 1,500 Pool Corp shares in Q3 2021, an estimated $686K.
Symphony Financial first reported a position in Pool Corp in Q1 2021 and held it in 2 quarters.
Symphony Financial's Pool Corp position peaked at $686K in Q2 2021.
694 funds tracked by Wall St. Rank held Pool Corp as of Q3 2021.

Based on Symphony Financial's 13F filing for Q3 2021, filed 12 Oct 2021.