Credential Qtrade Securities’s Pearson PSO Stock Holding History

Credential Qtrade Securities’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 Q1	–	Sell	-8,908	Closed	-$100K	–	421
2022 Q4	$100K	Sell	8,908 -5,377	-38%	-$59.1K	0.01%	257
2022 Q3	$136K	Sell	14,285 -1,954	-12%	-$19.4K	0.01%	232
2022 Q2	$150K	Buy	16,239 +940	+6%	+$9.07K	0.01%	239
2022 Q1	$153K	Buy	15,299 +924	+6%	+$8.34K	0.01%	254
2021 Q4	$121K	Buy	+14,375	New	+$123K	0.01%	268

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Credential Qtrade Securities's PSO Position: Q1 2023 in Review

Credential Qtrade Securities sold out of Pearson (PSO) in Q1 2023, closing a stake of 8,908 shares — an estimated $100K sold.

Credential Qtrade Securities first reported a position in PSO in Q4 2021 and held it in 5 quarters. The position peaked at $153K in Q1 2022. 111 funds tracked by Wall St. Rank hold PSO as of Q1 2023.

Credential Qtrade Securities reported no remaining Pearson position as of Q1 2023 after selling out during the quarter.
Credential Qtrade Securities sold 8,908 Pearson shares in Q1 2023, an estimated $100K.
Credential Qtrade Securities first reported a position in Pearson in Q4 2021 and held it in 5 quarters.
Credential Qtrade Securities's Pearson position peaked at $153K in Q1 2022.
111 funds tracked by Wall St. Rank held Pearson as of Q1 2023.

Based on Credential Qtrade Securities's 13F filing for Q1 2023, filed 21 Jul 2025.