National Wealth Management Group’s Pearson PSO Stock Holding History

National Wealth Management Group’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 Q1	–	Sell	-10,228	Closed	-$126K	–	153
2023 Q4	$126K	Buy	+10,228	New	+$119K	0.12%	129

Other funds holding PSO

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

National Wealth Management Group's PSO Position: Q1 2024 in Review

National Wealth Management Group sold out of Pearson (PSO) in Q1 2024, closing a stake of 10,228 shares — an estimated $126K sold.

National Wealth Management Group first reported a position in PSO in Q4 2023 and held it in 1 quarter. The position peaked at $126K in Q4 2023. 135 funds tracked by Wall St. Rank hold PSO as of Q1 2024.

National Wealth Management Group reported no remaining Pearson position as of Q1 2024 after selling out during the quarter.
National Wealth Management Group sold 10,228 Pearson shares in Q1 2024, an estimated $126K.
National Wealth Management Group first reported a position in Pearson in Q4 2023 and held it in 1 quarter.
National Wealth Management Group's Pearson position peaked at $126K in Q4 2023.
135 funds tracked by Wall St. Rank held Pearson as of Q1 2024.

Based on National Wealth Management Group's 13F filing for Q1 2024, filed 17 May 2024.