AWM
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Avior Wealth Management’s Pearson PSO Stock Holding History

Avior 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
2025
Q1 		– Sell
-355
Closed -$5.72K – 1920
2024
Q4 		$5.72K Hold
355
– – ﹤0.01% 1816
2024
Q3 		$4.82K Hold
355
– – ﹤0.01% 1790
2024
Q2 		$4.43K Sell
355
-1,116
-76% -$13.7K ﹤0.01% 1760
2024
Q1 		$19.4K Buy
+1,471
New +$18.3K ﹤0.01% 1618

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Avior Wealth Management's PSO Position: Q1 2025 in Review

Avior Wealth Management sold out of Pearson (PSO) in Q1 2025, closing a stake of 355 shares — an estimated $5.72K sold.

Avior Wealth Management first reported a position in PSO in Q1 2024 and held it in 4 quarters. The position peaked at $19.4K in Q1 2024. 177 funds tracked by Wall St. Rank hold PSO as of Q1 2025.

  • Avior Wealth Management reported no remaining Pearson position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 355 Pearson shares in Q1 2025, an estimated $5.72K.
  • Avior Wealth Management first reported a position in Pearson in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Pearson position peaked at $19.4K in Q1 2024.
  • 177 funds tracked by Wall St. Rank held Pearson as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.