Dakota Wealth Management’s Pearson PSO Stock Holding History

Dakota 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
2020 Q2	–	Sell	-56,392	Closed	-$389K	–	285
2020 Q1	$389K	Buy	+56,392	New	+$411K	0.08%	167

Other funds holding PSO

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dakota Wealth Management's PSO Position: Q2 2020 in Review

Dakota Wealth Management sold out of Pearson (PSO) in Q2 2020, closing a stake of 56,392 shares — an estimated $389K sold.

Dakota Wealth Management first reported a position in PSO in Q1 2020 and held it in 1 quarter. The position peaked at $389K in Q1 2020. 78 funds tracked by Wall St. Rank hold PSO as of Q2 2020.

Dakota Wealth Management reported no remaining Pearson position as of Q2 2020 after selling out during the quarter.
Dakota Wealth Management sold 56,392 Pearson shares in Q2 2020, an estimated $389K.
Dakota Wealth Management first reported a position in Pearson in Q1 2020 and held it in 1 quarter.
Dakota Wealth Management's Pearson position peaked at $389K in Q1 2020.
78 funds tracked by Wall St. Rank held Pearson as of Q2 2020.

Based on Dakota Wealth Management's 13F filing for Q2 2020, filed 7 Aug 2020.