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NFP Retirement Inc’s Pearson PSO Stock Holding History

NFP Retirement Inc’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
-11,597
Closed -$143K – 288
2023
Q4 		$143K Hold
11,597
– – 0.02% 235
2023
Q3 		$122K Buy
11,597
+94
+0.8% +$1.01K 0.02% 219
2023
Q2 		$121K Buy
11,503
+210
+2% +$2.17K 0.02% 220
2023
Q1 		$118K Hold
11,293
– – 0.02% 233
2022
Q4 		$127K Hold
11,293
– – 0.03% 231
2022
Q3 		$108K Buy
11,293
+91
+0.8% +$906 0.03% 215
2022
Q2 		$103K Buy
11,202
+207
+2% +$2K 0.03% 225
2022
Q1 		$110K Hold
10,995
– – 0.03% 217
2021
Q4 		$92.4K Buy
+10,995
New +$94.4K 0.03% 146

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

NFP Retirement Inc's PSO Position: Q1 2024 in Review

NFP Retirement Inc sold out of Pearson (PSO) in Q1 2024, closing a stake of 11,597 shares — an estimated $143K sold.

NFP Retirement Inc first reported a position in PSO in Q4 2021 and held it in 9 quarters. The position peaked at $143K in Q4 2023. 135 funds tracked by Wall St. Rank hold PSO as of Q1 2024.

  • NFP Retirement Inc reported no remaining Pearson position as of Q1 2024 after selling out during the quarter.
  • NFP Retirement Inc sold 11,597 Pearson shares in Q1 2024, an estimated $143K.
  • NFP Retirement Inc first reported a position in Pearson in Q4 2021 and held it in 9 quarters.
  • NFP Retirement Inc's Pearson position peaked at $143K in Q4 2023.
  • 135 funds tracked by Wall St. Rank held Pearson as of Q1 2024.

Based on NFP Retirement Inc's 13F filing for Q1 2024, filed 13 Feb 2025.