AWM
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Abound Wealth Management’s Pearson PSO Stock Holding History

Abound Wealth Management’s Portfolio PSO Stock Details PSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-32
Closed -$400 – 1331
2024
Q2 		$400 Hold
32
– – ﹤0.01% 894
2024
Q1 		$422 Hold
32
– – ﹤0.01% 962
2023
Q4 		$394 Hold
32
– – ﹤0.01% 1030
2023
Q3 		$338 Hold
32
– – ﹤0.01% 964
2023
Q2 		$336 Buy
+32
New +$330 ﹤0.01% 1004

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abound Wealth Management's PSO Position: Q3 2024 in Review

Abound Wealth Management sold out of Pearson (PSO) in Q3 2024, closing a stake of 32 shares — an estimated $400 sold.

Abound Wealth Management first reported a position in PSO in Q2 2023 and held it in 5 quarters. The position peaked at $422 in Q1 2024. 151 funds tracked by Wall St. Rank hold PSO as of Q3 2024.

  • Abound Wealth Management reported no remaining Pearson position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 32 Pearson shares in Q3 2024, an estimated $400.
  • Abound Wealth Management first reported a position in Pearson in Q2 2023 and held it in 5 quarters.
  • Abound Wealth Management's Pearson position peaked at $422 in Q1 2024.
  • 151 funds tracked by Wall St. Rank held Pearson as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.