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OneAscent Financial Services’s Pearson PSO Stock Holding History

OneAscent Financial Services’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
2022
Q3 		– Sell
-11,672
Closed -$108K – 234
2022
Q2 		$108K Sell
11,672
-985
-8% -$9.51K 0.05% 216
2022
Q1 		$126K Buy
12,657
+283
+2% +$2.56K 0.09% 137
2021
Q4 		$104K Buy
+12,374
New +$106K 0.2% 133
2020
Q4 		– Sell
-14,849
Closed -$106K – 172
2020
Q3 		$106K Buy
14,849
+2,322
+19% +$16.7K 0.06% 183
2020
Q2 		$91K Buy
12,527
+1,072
+9% +$6.69K 0.06% 170
2020
Q1 		$79K Sell
11,455
-8,911
-44% -$64.9K 0.06% 151
2019
Q4 		$172K Buy
+20,366
New +$175K 0.1% 166
2019
Q3 		– Sell
-21,216
Closed -$220K – 145
2019
Q2 		$220K Buy
+21,216
New +$222K 0.15% 169

Other funds holding PSO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

OneAscent Financial Services's PSO Position: Q3 2022 in Review

OneAscent Financial Services sold out of Pearson (PSO) in Q3 2022, closing a stake of 11,672 shares — an estimated $108K sold.

OneAscent Financial Services first reported a position in PSO in Q2 2019 and held it in 8 quarters. The position peaked at $220K in Q2 2019. 122 funds tracked by Wall St. Rank hold PSO as of Q3 2022.

  • OneAscent Financial Services reported no remaining Pearson position as of Q3 2022 after selling out during the quarter.
  • OneAscent Financial Services sold 11,672 Pearson shares in Q3 2022, an estimated $108K.
  • OneAscent Financial Services first reported a position in Pearson in Q2 2019 and held it in 8 quarters.
  • OneAscent Financial Services's Pearson position peaked at $220K in Q2 2019.
  • 122 funds tracked by Wall St. Rank held Pearson as of Q3 2022.

Based on OneAscent Financial Services's 13F filing for Q3 2022, filed 2 Nov 2022.