Meridian Wealth Partners’s Pearson PSO Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-188	Closed	-$2K	–	962
2021 Q1	$2K	Buy	+188	New	+$1.95K	﹤0.01%	1030

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Meridian Wealth Partners's PSO Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Pearson (PSO) in Q2 2021, closing a stake of 188 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in PSO in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 89 funds tracked by Wall St. Rank hold PSO as of Q2 2021.

Meridian Wealth Partners reported no remaining Pearson position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 188 Pearson shares in Q2 2021, an estimated $2K.
Meridian Wealth Partners first reported a position in Pearson in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Pearson position peaked at $2K in Q1 2021.
89 funds tracked by Wall St. Rank held Pearson as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.