One Wealth Advisors’s Pearson PSO Stock Holding History

One Wealth 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
2019 Q2	–	Sell	-197	Closed	-$2K	–	390
2019 Q1	$2K	Buy	+197	New	+$2.3K	﹤0.01%	492
2018 Q4	–	Sell	-197	Closed	-$2K	–	384
2018 Q3	$2K	Buy	197 +100	+103%	+$1.17K	﹤0.01%	518
2018 Q2	$1K	Buy	+97	New	+$1.12K	﹤0.01%	540

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

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HJIM

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

One Wealth Advisors's PSO Position: Q2 2019 in Review

One Wealth Advisors sold out of Pearson (PSO) in Q2 2019, closing a stake of 197 shares — an estimated $2K sold.

One Wealth Advisors first reported a position in PSO in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 87 funds tracked by Wall St. Rank hold PSO as of Q2 2019.

One Wealth Advisors reported no remaining Pearson position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 197 Pearson shares in Q2 2019, an estimated $2K.
One Wealth Advisors first reported a position in Pearson in Q2 2018 and held it in 3 quarters.
One Wealth Advisors's Pearson position peaked at $2K in Q1 2019.
87 funds tracked by Wall St. Rank held Pearson as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.