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Financial Gravity Asset Management’s Pearson PSO Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-106
Closed -$1.39K – 2183
2024
Q1 		$1.39K Buy
106
+30
+39% +$373 ﹤0.01% 1180
2023
Q4 		$912 Buy
76
+38
+100% +$442 ﹤0.01% 1055
2023
Q3 		$441 Buy
38
+28
+280% +$300 ﹤0.01% 828
2023
Q2 		$2.77K Hold
10
– – 0.01% 583
2023
Q1 		$408 Sell
10
-1
-9% -$11 0.01% 476
2022
Q4 		$3.29K Sell
11
-39
-78% -$428 0.02% 466
2022
Q3 		$374 Buy
50
+5
+11% +$50 0.01% 433
2022
Q2 		$361 Sell
45
-195
-81% -$1.88K 0.01% 433
2022
Q1 		$2.41K Sell
240
-24
-9% -$217 0.07% 261
2021
Q4 		$4.5K Sell
264
-502
-66% -$4.31K 0.1% 221
2021
Q3 		$10K Sell
766
-133
-15% -$1.44K ﹤0.01% 889
2021
Q2 		$12K Sell
899
-175
-16% -$2.04K ﹤0.01% 893
2021
Q1 		$11.5K Sell
1,074
-30
-3% -$312 0.23% 57
2020
Q4 		$10K Buy
+1,104
New +$8.84K 0.01% 178
2020
Q2 		– Sell
-4,154
Closed -$28.5K – 667
2020
Q1 		$28.5K Sell
4,154
-2,550
-38% -$18.6K 0.09% 100
2019
Q4 		$8K Sell
6,704
-3,989
-37% -$34.3K 0.01% 1227
2019
Q3 		$97K Sell
10,693
-3,028
-22% -$31.4K 0.08% 215
2019
Q2 		$142K Sell
13,721
-3,448
-20% -$36.1K 0.12% 187
2019
Q1 		$192K Buy
+17,169
New +$200K 0.16% 141
2018
Q3 		$153K Buy
13,369
+1,331
+11% +$15.6K 0.16% 156
2018
Q2 		$141K Buy
12,038
+11,879
+7,471% +$137K 0.13% 167
2018
Q1 		$2K Buy
+159
New +$1.58K ﹤0.01% 993

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Gravity Asset Management's PSO Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Pearson (PSO) in Q2 2024, closing a stake of 106 shares — an estimated $1.39K sold.

Financial Gravity Asset Management first reported a position in PSO in Q1 2018 and held it in 22 quarters. The position peaked at $192K in Q1 2019. 141 funds tracked by Wall St. Rank hold PSO as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Pearson position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 106 Pearson shares in Q2 2024, an estimated $1.39K.
  • Financial Gravity Asset Management first reported a position in Pearson in Q1 2018 and held it in 22 quarters.
  • Financial Gravity Asset Management's Pearson position peaked at $192K in Q1 2019.
  • 141 funds tracked by Wall St. Rank held Pearson as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.