Harvest Group Wealth Management’s Pearson PSO Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-404	Closed	-$4K	–	537
2020 Q4	$4K	Hold	404	–	–	﹤0.01%	277
2020 Q3	$3K	Hold	404	–	–	﹤0.01%	304
2020 Q2	$2K	Buy	+404	New	+$2.52K	﹤0.01%	319
2019 Q4	–	Sell	-989	Closed	-$9K	–	1020
2019 Q3	$9K	Hold	989	–	–	0.01%	279
2019 Q2	$10K	Buy	989 +113	+13%	+$1.19K	0.01%	221
2019 Q1	$10K	Buy	+876	New	+$10.2K	0.01%	244

Other funds holding PSO

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

13D Management New York $64.5M AUM 38.54% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Harvest Group Wealth Management's PSO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Pearson (PSO) in Q1 2021, closing a stake of 404 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in PSO in Q1 2019 and held it in 6 quarters. The position peaked at $10K in Q2 2019. 88 funds tracked by Wall St. Rank hold PSO as of Q1 2021.

Harvest Group Wealth Management reported no remaining Pearson position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 404 Pearson shares in Q1 2021, an estimated $4K.
Harvest Group Wealth Management first reported a position in Pearson in Q1 2019 and held it in 6 quarters.
Harvest Group Wealth Management's Pearson position peaked at $10K in Q2 2019.
88 funds tracked by Wall St. Rank held Pearson as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.