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Arkadios Wealth Advisors’s Pearson PSO Stock Holding History

Arkadios Wealth 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
-3,192
Closed -$30K – 1462
2021
Q3 		$30K Sell
3,192
-989
-24% -$10.7K ﹤0.01% 1071
2021
Q2 		$48K Buy
4,181
+3,576
+591% +$41.7K 0.01% 945
2021
Q1 		$6K Buy
605
+504
+499% +$5.24K ﹤0.01% 1327
2020
Q4 		$0 Buy
+101
New +$809 ﹤0.01% 1459

Other funds holding PSO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
Millennium Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's PSO Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Pearson (PSO) in Q4 2021, closing a stake of 3,192 shares — an estimated $30K sold.

Arkadios Wealth Advisors first reported a position in PSO in Q4 2020 and held it in 4 quarters. The position peaked at $48K in Q2 2021. 122 funds tracked by Wall St. Rank hold PSO as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Pearson position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,192 Pearson shares in Q4 2021, an estimated $30K.
  • Arkadios Wealth Advisors first reported a position in Pearson in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Pearson position peaked at $48K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held Pearson as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.