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Advisornet Financial’s Pearson PSO Stock Holding History

Advisornet Financial’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
Q1 		– Sell
-1,309
Closed -$16.1K – 2410
2023
Q4 		$16.1K Hold
1,309
– – ﹤0.01% 1164
2023
Q3 		$13.8K Buy
+1,309
New +$14K ﹤0.01% 1157
2021
Q3 		– Sell
-1,914
Closed -$22K – 1979
2021
Q2 		$22K Buy
+1,914
New +$22.3K ﹤0.01% 1201
2019
Q4 		– Sell
-25,506
Closed -$231K – 1961
2019
Q3 		$231K Buy
+25,506
New +$264K 0.02% 472
2019
Q1 		– Sell
-4,272
Closed -$51K – 1642
2018
Q4 		$51K Buy
+4,272
New +$49.4K 0.01% 686

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Advisornet Financial's PSO Position: Q1 2024 in Review

Advisornet Financial sold out of Pearson (PSO) in Q1 2024, closing a stake of 1,309 shares — an estimated $16.1K sold.

Advisornet Financial first reported a position in PSO in Q4 2018 and held it in 5 quarters. The position peaked at $231K in Q3 2019. 135 funds tracked by Wall St. Rank hold PSO as of Q1 2024.

  • Advisornet Financial reported no remaining Pearson position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 1,309 Pearson shares in Q1 2024, an estimated $16.1K.
  • Advisornet Financial first reported a position in Pearson in Q4 2018 and held it in 5 quarters.
  • Advisornet Financial's Pearson position peaked at $231K in Q3 2019.
  • 135 funds tracked by Wall St. Rank held Pearson as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.