Howard Wealth Management’s Pearson PSO Stock Holding History

Howard 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
2020 Q1	–	Sell	-987	Closed	-$8K	–	389
2019 Q4	$8K	Buy	+987	New	+$8.49K	0.01%	354

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

HJIM

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

Howard Wealth Management's PSO Position: Q1 2020 in Review

Howard Wealth Management sold out of Pearson (PSO) in Q1 2020, closing a stake of 987 shares — an estimated $8K sold.

Howard Wealth Management first reported a position in PSO in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 83 funds tracked by Wall St. Rank hold PSO as of Q1 2020.

Howard Wealth Management reported no remaining Pearson position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 987 Pearson shares in Q1 2020, an estimated $8K.
Howard Wealth Management first reported a position in Pearson in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's Pearson position peaked at $8K in Q4 2019.
83 funds tracked by Wall St. Rank held Pearson as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.