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Wipfli Financial Advisors’s Pool Corp POOL Stock Holding History

Wipfli Financial Advisors’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
Q3 		$117K Buy
+368
New +$131K 0.01% 657

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wipfli Financial Advisors's POOL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Pool Corp (POOL) in Q3 2022: 368 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #657 among its holdings.

652 funds tracked by Wall St. Rank hold POOL as of Q3 2022.

  • Wipfli Financial Advisors held 368 shares of Pool Corp worth $117K as of Q3 2022.
  • Pool Corp was a new Wipfli Financial Advisors position in Q3 2022.
  • Pool Corp made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #657 holding.
  • 652 funds tracked by Wall St. Rank held Pool Corp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.