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Janiczek Wealth Management’s Pearson PSO Stock Holding History

Janiczek 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
2024
Q2 		$183K Sell
14,644
-2,259
-13% -$27.8K 0.04% 196
2024
Q1 		$222K Buy
16,903
+3,265
+24% +$40.6K 0.05% 170
2023
Q4 		$168K Buy
13,638
+625
+5% +$7.27K 0.04% 184
2023
Q3 		$137K Buy
13,013
+1,198
+10% +$12.8K 0.04% 200
2023
Q2 		$124K Buy
11,815
+1,777
+18% +$18.3K 0.03% 188
2023
Q1 		$105K Buy
10,038
+754
+8% +$8.16K 0.03% 203
2022
Q4 		$106K Sell
9,284
-96
-1% -$1.05K 0.03% 210
2022
Q3 		$95K Sell
9,380
-1,086
-10% -$10.8K 0.03% 204
2022
Q2 		$97K Sell
10,466
-2,817
-21% -$27.2K 0.03% 209
2022
Q1 		$132K Buy
13,283
+9,519
+253% +$86K 0.04% 172
2021
Q4 		$32K Sell
3,764
-569
-13% -$4.89K 0.01% 400
2021
Q3 		$42K Buy
4,333
+329
+8% +$3.57K 0.01% 314
2021
Q2 		$46K Buy
4,004
+1,109
+38% +$12.9K 0.02% 270
2021
Q1 		$31K Buy
2,895
+746
+35% +$7.75K 0.01% 321
2020
Q4 		$20K Buy
+2,149
New +$17.2K 0.01% 353

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Janiczek Wealth Management's PSO Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Pearson (PSO) stake by 13% in Q2 2024, selling an estimated $27.8K and leaving 14,644 shares worth $183K. The position accounts for 0.04% of the portfolio, ranked #196.

Janiczek Wealth Management first reported a position in PSO in Q4 2020 and has held it in 15 quarters since. The position peaked at $222K in Q1 2024. 141 funds tracked by Wall St. Rank hold PSO as of Q2 2024.

  • Janiczek Wealth Management held 14,644 shares of Pearson worth $183K as of Q2 2024.
  • Janiczek Wealth Management sold 2,259 Pearson shares in Q2 2024, an estimated $27.8K.
  • Pearson made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #196 holding.
  • Janiczek Wealth Management first reported a position in Pearson in Q4 2020 and has held it in 15 quarters since.
  • Janiczek Wealth Management's Pearson position peaked at $222K in Q1 2024.
  • 141 funds tracked by Wall St. Rank held Pearson as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.