Altium Wealth Management’s Pearson PSO Stock Holding History

Altium 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
2022 Q2	$475K	Sell	51,546 -1,973	-4%	-$19K	0.03%	250
2022 Q1	$534K	Sell	53,519 -2,270	-4%	-$20.5K	0.03%	253
2021 Q4	$469K	Sell	55,789 -2,429	-4%	-$20.9K	0.03%	264
2021 Q3	$563K	Sell	58,218 -202	-0.3%	-$2.19K	0.04%	210
2021 Q2	$678K	Hold	58,420	–	–	0.05%	177
2021 Q1	$625K	Sell	58,420 -2,316	-4%	-$24.1K	0.05%	180
2020 Q4	$558K	Sell	60,736 -9,923	-14%	-$79.5K	0.05%	174
2020 Q3	$502K	Buy	70,659 +7,654	+12%	+$55.2K	0.05%	167
2020 Q2	$456K	Buy	63,005 +20,039	+47%	+$125K	0.05%	179
2020 Q1	$296K	Buy	+42,966	New	+$313K	0.04%	214

Other funds holding PSO

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

13D Management New York $64.5M AUM 38.54% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Altium Wealth Management's PSO Position: Q2 2022 in Review

Altium Wealth Management reduced its Pearson (PSO) stake by 3.7% in Q2 2022, selling an estimated $19K and leaving 51,546 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #250.

Altium Wealth Management first reported a position in PSO in Q1 2020 and has held it in 10 quarters since. The position peaked at $678K in Q2 2021. 123 funds tracked by Wall St. Rank hold PSO as of Q2 2022.

Altium Wealth Management held 51,546 shares of Pearson worth $475K as of Q2 2022.
Altium Wealth Management sold 1,973 Pearson shares in Q2 2022, an estimated $19K.
Pearson made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #250 holding.
Altium Wealth Management first reported a position in Pearson in Q1 2020 and has held it in 10 quarters since.
Altium Wealth Management's Pearson position peaked at $678K in Q2 2021.
123 funds tracked by Wall St. Rank held Pearson as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.