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Western Pacific Wealth Management’s Pool Corp POOL Stock Holding History

Western Pacific Wealth Management’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
2023
Q4 		– Sell
-11
Closed -$3.92K – 271
2023
Q3 		$3.92K Hold
11
– – ﹤0.01% 229
2023
Q2 		$4.12K Hold
11
– – ﹤0.01% 234
2023
Q1 		$3.77K Hold
11
– – ﹤0.01% 247
2022
Q4 		$3.33K Buy
+11
New +$3.48K ﹤0.01% 250

Other funds holding POOL

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Western Pacific Wealth Management's POOL Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Pool Corp (POOL) in Q4 2023, closing a stake of 11 shares — an estimated $3.92K sold.

Western Pacific Wealth Management first reported a position in POOL in Q4 2022 and held it in 4 quarters. The position peaked at $4.12K in Q2 2023. 759 funds tracked by Wall St. Rank hold POOL as of Q4 2023.

  • Western Pacific Wealth Management reported no remaining Pool Corp position as of Q4 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 11 Pool Corp shares in Q4 2023, an estimated $3.92K.
  • Western Pacific Wealth Management first reported a position in Pool Corp in Q4 2022 and held it in 4 quarters.
  • Western Pacific Wealth Management's Pool Corp position peaked at $4.12K in Q2 2023.
  • 759 funds tracked by Wall St. Rank held Pool Corp as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.