Evoke Wealth’s Pearson PSO Stock Holding History

Evoke Wealth’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	-106	Closed	-$1K	–	943
2022 Q3	$1K	Hold	106	–	–	﹤0.01%	1133
2022 Q2	$1K	Hold	106	–	–	﹤0.01%	1128
2022 Q1	$1K	Hold	106	–	–	﹤0.01%	1122
2021 Q4	$1K	Hold	106	–	–	﹤0.01%	1143
2021 Q3	$1K	Hold	106	–	–	﹤0.01%	1099
2021 Q2	$1K	Hold	106	–	–	﹤0.01%	1140
2021 Q1	$1K	Hold	106	–	–	﹤0.01%	1131
2020 Q4	$1K	Hold	106	–	–	﹤0.01%	993
2020 Q3	$1K	Sell	106 -75	-41%	-$541	﹤0.01%	967
2020 Q2	$1K	Buy	181 +71	+65%	+$443	﹤0.01%	1013
2020 Q1	$777	Buy	+110	New	+$801	﹤0.01%	967

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

Evoke Wealth's PSO Position: Q4 2022 in Review

Evoke Wealth sold out of Pearson (PSO) in Q4 2022, closing a stake of 106 shares — an estimated $1K sold.

Evoke Wealth first reported a position in PSO in Q1 2020 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 129 funds tracked by Wall St. Rank hold PSO as of Q4 2022.

Evoke Wealth reported no remaining Pearson position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 106 Pearson shares in Q4 2022, an estimated $1K.
Evoke Wealth first reported a position in Pearson in Q1 2020 and held it in 11 quarters.
Evoke Wealth's Pearson position peaked at $1K in Q3 2022.
129 funds tracked by Wall St. Rank held Pearson as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.