BKM Wealth Management’s Pearson PSO Stock Holding History

BKM 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
2024 Q1	–	Sell	-367	Closed	-$4.51K	–	462
2023 Q4	$4.51K	Buy	+367	New	+$4.27K	﹤0.01%	522

Other funds holding PSO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

BKM Wealth Management's PSO Position: Q1 2024 in Review

BKM Wealth Management sold out of Pearson (PSO) in Q1 2024, closing a stake of 367 shares — an estimated $4.51K sold.

BKM Wealth Management first reported a position in PSO in Q4 2023 and held it in 1 quarter. The position peaked at $4.51K in Q4 2023. 135 funds tracked by Wall St. Rank hold PSO as of Q1 2024.

BKM Wealth Management reported no remaining Pearson position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 367 Pearson shares in Q1 2024, an estimated $4.51K.
BKM Wealth Management first reported a position in Pearson in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Pearson position peaked at $4.51K in Q4 2023.
135 funds tracked by Wall St. Rank held Pearson as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.