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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
Q1 		– Sell
-38
Closed -$471 – 1292
2023
Q4 		$471 Buy
+38
New +$442 ﹤0.01% 886
2021
Q3 		$10K Sell
766
-133
-15% -$1.44K ﹤0.01% 889
2021
Q2 		$12K Buy
+899
New +$10.5K ﹤0.01% 893
2020
Q4 		$10K Buy
+1,104
New +$8.84K 0.01% 178
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 $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
1M
13D Management New York $71.3M AUM 83.05% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Financial Gravity Asset Management's PSO Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Pearson (PSO) in Q1 2024, closing a stake of 38 shares — an estimated $471 sold.

Financial Gravity Asset Management first reported a position in PSO in Q1 2018 and held it in 11 quarters. The position peaked at $192K in Q1 2019. 134 funds tracked by Wall St. Rank hold PSO as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Pearson position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 38 Pearson shares in Q1 2024, an estimated $471.
  • Financial Gravity Asset Management first reported a position in Pearson in Q1 2018 and held it in 11 quarters.
  • Financial Gravity Asset Management's Pearson position peaked at $192K in Q1 2019.
  • 134 funds tracked by Wall St. Rank held Pearson as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.