American Portfolios Advisors’s Pearson PSO Stock Holding History

American Portfolios Advisors’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
2021 Q4	–	Sell	-506	Closed	-$4.89K	–	3579
2021 Q3	$4.89K	Hold	506	–	–	﹤0.01%	2861
2021 Q2	$5.88K	Hold	506	–	–	﹤0.01%	2750
2021 Q1	$5.41K	Hold	506	–	–	﹤0.01%	2667
2020 Q4	$4.64K	Sell	506 -225	-31%	-$1.8K	﹤0.01%	2445
2020 Q3	$5.2K	Hold	731	–	–	﹤0.01%	2269
2020 Q2	$5.29K	Hold	731	–	–	﹤0.01%	2219
2020 Q1	$5.04K	Sell	731 -33	-4%	-$240	﹤0.01%	2089
2019 Q4	$6.44K	Sell	764 -409	-35%	-$3.52K	﹤0.01%	2174
2019 Q3	$10.6K	Buy	1,173 +33	+3%	+$342	﹤0.01%	1910
2019 Q2	$11.8K	Hold	1,140	–	–	﹤0.01%	1852
2019 Q1	$12.5K	Buy	1,140 +915	+407%	+$10.7K	﹤0.01%	1746
2018 Q4	$2.69K	Hold	225	–	–	﹤0.01%	2061
2018 Q3	$2.59K	Hold	225	–	–	﹤0.01%	2187
2018 Q2	$2.61K	Hold	225	–	–	﹤0.01%	2154
2018 Q1	$2.37K	Hold	225	–	–	﹤0.01%	2070
2017 Q4	$2.21K	Buy	+225	New	+$2.06K	﹤0.01%	2038

Other funds holding PSO

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HJIM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's PSO Position: Q4 2021 in Review

American Portfolios Advisors sold out of Pearson (PSO) in Q4 2021, closing a stake of 506 shares — an estimated $4.89K sold.

American Portfolios Advisors first reported a position in PSO in Q4 2017 and held it in 16 quarters. The position peaked at $12.5K in Q1 2019. 122 funds tracked by Wall St. Rank hold PSO as of Q4 2021.

American Portfolios Advisors reported no remaining Pearson position as of Q4 2021 after selling out during the quarter.
American Portfolios Advisors sold 506 Pearson shares in Q4 2021, an estimated $4.89K.
American Portfolios Advisors first reported a position in Pearson in Q4 2017 and held it in 16 quarters.
American Portfolios Advisors's Pearson position peaked at $12.5K in Q1 2019.
122 funds tracked by Wall St. Rank held Pearson as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.