YWP
POOL icon

YorkBridge Wealth Partners’s Pool Corp POOL Stock Holding History

YorkBridge Wealth Partners’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 		$252K Buy
835
+26
+3% +$8.23K 0.06% 217
2022
Q3 		$257K Buy
809
+23
+3% +$8.21K 0.07% 226
2022
Q2 		$276K Buy
786
+7
+0.9% +$2.78K 0.07% 211
2022
Q1 		$329K Sell
779
-59
-7% -$27.6K 0.07% 219
2021
Q4 		$474K Sell
838
-49
-6% -$25.7K 0.11% 144
2021
Q3 		$385K Buy
887
+70
+9% +$33.2K 0.1% 174
2021
Q2 		$375K Sell
817
-34
-4% -$14.3K 0.1% 161
2021
Q1 		$294K Buy
851
+268
+46% +$93.3K 0.09% 201
2020
Q4 		$217K Buy
+583
New +$203K 0.07% 197
2019
Q3 		– Sell
-839
Closed -$160K – 524
2019
Q2 		$160K Sell
839
-61
-7% -$11K 0.07% 210
2019
Q1 		$148K Buy
900
+30
+3% +$4.66K 0.07% 210
2018
Q4 		$129K Sell
870
-24
-3% -$3.59K 0.07% 210
2018
Q3 		$149K Sell
894
-27
-3% -$4.37K 0.07% 213
2018
Q2 		$140K Buy
921
+8
+0.9% +$1.17K 0.06% 229
2018
Q1 		$133K Buy
913
+53
+6% +$7.3K 0.06% 238
2017
Q4 		$111K Buy
860
+84
+11% +$10.2K 0.05% 272
2017
Q3 		$84K Buy
776
+17
+2% +$1.84K 0.04% 313
2017
Q2 		$91K Buy
759
+68
+10% +$8.17K 0.05% 294
2017
Q1 		$84K Buy
+691
New +$77.5K 0.04% 304

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

YorkBridge Wealth Partners's POOL Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Pool Corp (POOL) stake by 3.2% in Q4 2022, buying an estimated $8.23K and bringing the position to 835 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #217.

YorkBridge Wealth Partners first reported a position in POOL in Q1 2017 and has held it in 19 quarters since. The position peaked at $474K in Q4 2021. 661 funds tracked by Wall St. Rank hold POOL as of Q4 2022.

  • YorkBridge Wealth Partners held 835 shares of Pool Corp worth $252K as of Q4 2022.
  • YorkBridge Wealth Partners bought 26 Pool Corp shares in Q4 2022, an estimated $8.23K.
  • Pool Corp made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #217 holding.
  • YorkBridge Wealth Partners first reported a position in Pool Corp in Q1 2017 and has held it in 19 quarters since.
  • YorkBridge Wealth Partners's Pool Corp position peaked at $474K in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Pool Corp as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.