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TrustCore Financial Services’s Pool Corp POOL Stock Holding History

TrustCore 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
2022
Q4 		– Sell
-47
Closed -$15K – 1127
2022
Q3 		$15K Buy
47
+44
+1,467% +$15.7K ﹤0.01% 669
2022
Q2 		$1K Hold
3
– – ﹤0.01% 995
2022
Q1 		$1K Hold
3
– – ﹤0.01% 1002
2021
Q4 		$2K Hold
3
– – ﹤0.01% 878
2021
Q3 		$1K Hold
3
– – ﹤0.01% 993
2021
Q2 		$1K Buy
+3
New +$1.26K ﹤0.01% 1028

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TrustCore Financial Services's POOL Position: Q4 2022 in Review

TrustCore Financial Services sold out of Pool Corp (POOL) in Q4 2022, closing a stake of 47 shares — an estimated $15K sold.

TrustCore Financial Services first reported a position in POOL in Q2 2021 and held it in 6 quarters. The position peaked at $15K in Q3 2022. 662 funds tracked by Wall St. Rank hold POOL as of Q4 2022.

  • TrustCore Financial Services reported no remaining Pool Corp position as of Q4 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 47 Pool Corp shares in Q4 2022, an estimated $15K.
  • TrustCore Financial Services first reported a position in Pool Corp in Q2 2021 and held it in 6 quarters.
  • TrustCore Financial Services's Pool Corp position peaked at $15K in Q3 2022.
  • 662 funds tracked by Wall St. Rank held Pool Corp as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.