Balanced Pool
13F holders, Q4 2024 (December 31)1holders −1
1new positions
2sold out
$86.43avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Balanced Pool in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 2 sold out. The largest holder was Westside Investment Management, Inc. ($164K).
- Company
- Balanced Pool
- CUSIP
- 808516306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $164K |
| Exits | 2 | $449K |
All 13F filers, Q3 2024 → Q4 2024: 1,898 shares bought and 5,190 shares sold, net −3,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Westside Investment Management, Inc. | 0.03% | New | 1,898 | $164K |
"% of holder's portfolio" is BALANCED POOL's weight in each manager's 13F, not the share of Balanced Pool the manager owns.