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First Trust Direct Indexing’s Pearson PSO Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-23,864
Closed -$324K – 687
2024
Q3 		$324K Sell
23,864
-697
-3% -$9.35K 0.02% 697
2024
Q2 		$307K Buy
24,561
+1,925
+9% +$23.7K 0.02% 665
2024
Q1 		$298K Sell
22,636
-1,698
-7% -$21.1K 0.02% 614
2023
Q4 		$299K Buy
24,334
+6,378
+36% +$74.2K 0.03% 585
2023
Q3 		$189K Sell
17,956
-349
-2% -$3.74K 0.02% 654
2023
Q2 		$192K Sell
18,305
-2,525
-12% -$26K 0.02% 662
2023
Q1 		$218K Sell
20,830
-1,012
-5% -$10.9K 0.03% 633
2022
Q4 		$246K Buy
21,842
+6,921
+46% +$76K 0.03% 569
2022
Q3 		$142K Buy
14,921
+3,281
+28% +$32.7K 0.02% 608
2022
Q2 		$107K Sell
11,640
-1,351
-10% -$13K 0.01% 617
2022
Q1 		$130K Buy
+12,991
New +$117K 0.02% 645
2021
Q1 		– Sell
-859
Closed -$8K – 854
2020
Q4 		$8K Buy
+859
New +$6.88K ﹤0.01% 959

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

First Trust Direct Indexing's PSO Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Pearson (PSO) in Q4 2024, closing a stake of 23,864 shares — an estimated $324K sold.

First Trust Direct Indexing first reported a position in PSO in Q4 2020 and held it in 12 quarters. The position peaked at $324K in Q3 2024. 155 funds tracked by Wall St. Rank hold PSO as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Pearson position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 23,864 Pearson shares in Q4 2024, an estimated $324K.
  • First Trust Direct Indexing first reported a position in Pearson in Q4 2020 and held it in 12 quarters.
  • First Trust Direct Indexing's Pearson position peaked at $324K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Pearson as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.