LWCFA
PSO icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Pearson PSO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q3 		– Sell
-171
Closed -$2K – 893
2021
Q2 		$2K Buy
+171
New +$2K ﹤0.01% 882

Other funds holding PSO

Dimensional Fund Advisors
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PSO Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Pearson (PSO) in Q3 2021, closing a stake of 171 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PSO in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 94 funds tracked by Wall St. Rank hold PSO as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Pearson position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 171 Pearson shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Pearson in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Pearson position peaked at $2K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held Pearson as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.