Laurel Wealth Planning’s Pearson PSO Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-137	Closed	-$1.54K	–	159
2022 Q4	$1.54K	Hold	137	–	–	﹤0.01%	200
2022 Q3	$1K	Hold	137	–	–	﹤0.01%	208
2022 Q2	$1K	Hold	137	–	–	﹤0.01%	231
2022 Q1	$1K	Hold	137	–	–	﹤0.01%	257
2021 Q4	$1K	Hold	137	–	–	﹤0.01%	199
2021 Q3	$1K	Buy	+137	New	+$1.49K	﹤0.01%	207

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

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

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

HJIM

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

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

Laurel Wealth Planning's PSO Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Pearson (PSO) in Q1 2023, closing a stake of 137 shares — an estimated $1.54K sold.

Laurel Wealth Planning first reported a position in PSO in Q3 2021 and held it in 6 quarters. The position peaked at $1.54K in Q4 2022. 111 funds tracked by Wall St. Rank hold PSO as of Q1 2023.

Laurel Wealth Planning reported no remaining Pearson position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 137 Pearson shares in Q1 2023, an estimated $1.54K.
Laurel Wealth Planning first reported a position in Pearson in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's Pearson position peaked at $1.54K in Q4 2022.
111 funds tracked by Wall St. Rank held Pearson as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.