Castle Wealth Management’s Pearson PSO Stock Holding History

Castle 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 Q4	–	Sell	-214	Closed	-$2K	–	482
2022 Q3	$2K	Hold	214	–	–	﹤0.01%	587
2022 Q2	$2K	Buy	+214	New	+$2.06K	﹤0.01%	581

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Castle Wealth Management's PSO Position: Q4 2022 in Review

Castle Wealth Management sold out of Pearson (PSO) in Q4 2022, closing a stake of 214 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in PSO in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 129 funds tracked by Wall St. Rank hold PSO as of Q4 2022.

Castle Wealth Management reported no remaining Pearson position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 214 Pearson shares in Q4 2022, an estimated $2K.
Castle Wealth Management first reported a position in Pearson in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Pearson position peaked at $2K in Q3 2022.
129 funds tracked by Wall St. Rank held Pearson as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.