Janney Montgomery Scott’s Pearson PSO Stock Holding History

Janney Montgomery Scott’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
2023 Q2	–	Sell	-21,861	Closed	-$228K	–	2712
2023 Q1	$228K	Sell	21,861 -19,032	-47%	-$206K	﹤0.01%	2217
2022 Q4	$461K	Buy	40,893 +10,359	+34%	+$114K	﹤0.01%	1830
2022 Q3	$292K	Buy	30,534 +2,696	+10%	+$26.8K	﹤0.01%	2027
2022 Q2	$257K	Buy	27,838 +4,969	+22%	+$48K	﹤0.01%	2005
2022 Q1	$228K	Buy	22,869 +6	+0%	+$54	﹤0.01%	2022
2021 Q4	$192K	Buy	+22,863	New	+$196K	﹤0.01%	2246

Other funds holding PSO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Janney Montgomery Scott's PSO Position: Q2 2023 in Review

Janney Montgomery Scott sold out of Pearson (PSO) in Q2 2023, closing a stake of 21,861 shares — an estimated $228K sold.

Janney Montgomery Scott first reported a position in PSO in Q4 2021 and held it in 6 quarters. The position peaked at $461K in Q4 2022. 117 funds tracked by Wall St. Rank hold PSO as of Q2 2023.

Janney Montgomery Scott reported no remaining Pearson position as of Q2 2023 after selling out during the quarter.
Janney Montgomery Scott sold 21,861 Pearson shares in Q2 2023, an estimated $228K.
Janney Montgomery Scott first reported a position in Pearson in Q4 2021 and held it in 6 quarters.
Janney Montgomery Scott's Pearson position peaked at $461K in Q4 2022.
117 funds tracked by Wall St. Rank held Pearson as of Q2 2023.

Based on Janney Montgomery Scott's 13F filing for Q2 2023, filed 26 Jul 2023.