Axxcess Wealth Management’s Pearson PSO Stock Holding History

Axxcess 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 Q1	–	Sell	-12,118	Closed	-$102K	–	690
2021 Q4	$102K	Buy	+12,118	New	+$104K	0.01%	613

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HJIM

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

Axxcess Wealth Management's PSO Position: Q1 2022 in Review

Axxcess Wealth Management sold out of Pearson (PSO) in Q1 2022, closing a stake of 12,118 shares — an estimated $102K sold.

Axxcess Wealth Management first reported a position in PSO in Q4 2021 and held it in 1 quarter. The position peaked at $102K in Q4 2021. 128 funds tracked by Wall St. Rank hold PSO as of Q1 2022.

Axxcess Wealth Management reported no remaining Pearson position as of Q1 2022 after selling out during the quarter.
Axxcess Wealth Management sold 12,118 Pearson shares in Q1 2022, an estimated $102K.
Axxcess Wealth Management first reported a position in Pearson in Q4 2021 and held it in 1 quarter.
Axxcess Wealth Management's Pearson position peaked at $102K in Q4 2021.
128 funds tracked by Wall St. Rank held Pearson as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.