CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Pearson PSO Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-1,760
Closed -$16K – 3544
2022
Q2 		$16K Buy
1,760
+133
+8% +$1.28K ﹤0.01% 3501
2022
Q1 		$17K Buy
1,627
+498
+44% +$4.5K ﹤0.01% 3499
2021
Q4 		$9K Buy
1,129
+835
+284% +$7.17K ﹤0.01% 3787
2021
Q3 		$3K Hold
294
– – ﹤0.01% 4143
2021
Q2 		$3K Sell
294
-20
-6% -$233 ﹤0.01% 4050
2021
Q1 		$3K Buy
314
+170
+118% +$1.77K ﹤0.01% 3932
2020
Q4 		$1K Hold
144
– – ﹤0.01% 3295
2020
Q3 		$1K Sell
144
-190
-57% -$1.37K ﹤0.01% 2942
2020
Q2 		$2K Buy
+334
New +$2.08K ﹤0.01% 2623

Other funds holding PSO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

CAPTRUST Financial Advisors's PSO Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Pearson (PSO) in Q3 2022, closing a stake of 1,760 shares — an estimated $16K sold.

CAPTRUST Financial Advisors first reported a position in PSO in Q2 2020 and held it in 9 quarters. The position peaked at $17K in Q1 2022. 122 funds tracked by Wall St. Rank hold PSO as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Pearson position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,760 Pearson shares in Q3 2022, an estimated $16K.
  • CAPTRUST Financial Advisors first reported a position in Pearson in Q2 2020 and held it in 9 quarters.
  • CAPTRUST Financial Advisors's Pearson position peaked at $17K in Q1 2022.
  • 122 funds tracked by Wall St. Rank held Pearson as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.