Wealthspire Advisors (Maryland)’s Pool Corp POOL Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$243K	Sell	725 -54	-7%	-$16.7K	0.01%	401
2020 Q2	$212K	Buy	+779	New	+$180K	0.02%	412
2019 Q2	–	Sell	-605	Closed	-$100K	–	1608
2019 Q1	$100K	Buy	605 +96	+19%	+$14.9K	0.01%	639
2018 Q4	$76K	Buy	509 +36	+8%	+$5.39K	0.01%	701
2018 Q3	$79K	Hold	473	–	–	0.01%	790
2018 Q2	$72K	Sell	473 -18	-4%	-$2.64K	0.01%	834
2018 Q1	$72K	Sell	491 -7	-1%	-$964	0.01%	840
2017 Q4	$65K	Sell	498 -129	-21%	-$15.7K	0.01%	900
2017 Q3	$68K	Buy	627 +202	+48%	+$21.8K	0.01%	862
2017 Q2	$50K	Buy	425 +264	+164%	+$31.7K	0.01%	952
2017 Q1	$19K	Buy	+161	New	+$18K	﹤0.01%	1104

Other funds holding POOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EAM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s POOL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Pool Corp (POOL) stake by 6.9% in Q3 2020, selling an estimated $16.7K and leaving 725 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #401.

Wealthspire Advisors (Maryland) first reported a position in POOL in Q1 2017 and has held it in 11 quarters since. 522 funds tracked by Wall St. Rank hold POOL as of Q3 2020.

Wealthspire Advisors (Maryland) held 725 shares of Pool Corp worth $243K as of Q3 2020.
Wealthspire Advisors (Maryland) sold 54 Pool Corp shares in Q3 2020, an estimated $16.7K.
Pool Corp made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #401 holding.
Wealthspire Advisors (Maryland) first reported a position in Pool Corp in Q1 2017 and has held it in 11 quarters since.
522 funds tracked by Wall St. Rank held Pool Corp as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.