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Global Wealth Management Investment Advisory’s Pearson PSO Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q1 		– Sell
-303
Closed -$4K – 742
2018
Q4 		$4K Buy
+303
New +$3.5K ﹤0.01% 517

Other funds holding PSO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Global Wealth Management Investment Advisory's PSO Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of Pearson (PSO) in Q1 2019, closing a stake of 303 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in PSO in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 99 funds tracked by Wall St. Rank hold PSO as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining Pearson position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 303 Pearson shares in Q1 2019, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in Pearson in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Pearson position peaked at $4K in Q4 2018.
  • 99 funds tracked by Wall St. Rank held Pearson as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.