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Glassman Wealth Services’s Pearson PSO Stock Holding History

Glassman Wealth Services’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
-1,471
Closed -$18.1K – 1414
2023
Q4 		$18.1K Hold
1,471
– – ﹤0.01% 711
2023
Q3 		$15.5K Buy
1,471
+134
+10% +$1.44K ﹤0.01% 727
2023
Q2 		$14K Buy
1,337
+7
+0.5% +$72 ﹤0.01% 720
2023
Q1 		$13.9K Sell
1,330
-63
-5% -$682 ﹤0.01% 720
2022
Q4 		$15.7K Buy
1,393
+193
+16% +$2.12K ﹤0.01% 722
2022
Q3 		$11K Buy
1,200
+162
+16% +$1.61K ﹤0.01% 772
2022
Q2 		$10K Buy
1,038
+26
+3% +$251 ﹤0.01% 819
2022
Q1 		$10K Buy
1,012
+47
+5% +$424 ﹤0.01% 833
2021
Q4 		$8K Buy
965
+309
+47% +$2.65K ﹤0.01% 872
2021
Q3 		$6K Buy
656
+5
+0.8% +$54 ﹤0.01% 920
2021
Q2 		$8K Buy
651
+42
+7% +$490 ﹤0.01% 809
2021
Q1 		$7K Buy
609
+19
+3% +$197 ﹤0.01% 804
2020
Q4 		$5K Sell
590
-8
-1% -$64 ﹤0.01% 877
2020
Q3 		$4K Buy
598
+317
+113% +$2.29K ﹤0.01% 851
2020
Q2 		$2K Buy
281
+222
+376% +$1.39K ﹤0.01% 886
2020
Q1 		$0 Buy
+59
New +$430 ﹤0.01% 1470

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 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

Glassman Wealth Services's PSO Position: Q1 2024 in Review

Glassman Wealth Services sold out of Pearson (PSO) in Q1 2024, closing a stake of 1,471 shares — an estimated $18.1K sold.

Glassman Wealth Services first reported a position in PSO in Q1 2020 and held it in 16 quarters. The position peaked at $18.1K in Q4 2023. 135 funds tracked by Wall St. Rank hold PSO as of Q1 2024.

  • Glassman Wealth Services reported no remaining Pearson position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,471 Pearson shares in Q1 2024, an estimated $18.1K.
  • Glassman Wealth Services first reported a position in Pearson in Q1 2020 and held it in 16 quarters.
  • Glassman Wealth Services's Pearson position peaked at $18.1K in Q4 2023.
  • 135 funds tracked by Wall St. Rank held Pearson as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.