Belpointe Asset Management’s Pearson PSO Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-385	Closed	-$4.02K	–	2649
2023 Q1	$4.02K	Sell	385 -1,497	-80%	-$16.2K	﹤0.01%	3092
2022 Q4	$21.2K	Buy	+1,882	New	+$20.7K	﹤0.01%	2144

Other funds holding PSO

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Belpointe Asset Management's PSO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Pearson (PSO) in Q2 2023, closing a stake of 385 shares — an estimated $4.02K sold.

Belpointe Asset Management first reported a position in PSO in Q4 2022 and held it in 2 quarters. The position peaked at $21.2K in Q4 2022. 117 funds tracked by Wall St. Rank hold PSO as of Q2 2023.

Belpointe Asset Management reported no remaining Pearson position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 385 Pearson shares in Q2 2023, an estimated $4.02K.
Belpointe Asset Management first reported a position in Pearson in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Pearson position peaked at $21.2K in Q4 2022.
117 funds tracked by Wall St. Rank held Pearson as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.