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Plante Moran Financial Advisors’s Pearson PSO Stock Holding History

Plante Moran Financial 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
Q4 		– Sell
-433
Closed -$4K – 865
2019
Q3 		$4K Buy
+433
New +$4.49K ﹤0.01% 718

Other funds holding PSO

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Plante Moran Financial Advisors's PSO Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Pearson (PSO) in Q4 2019, closing a stake of 433 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in PSO in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 75 funds tracked by Wall St. Rank hold PSO as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining Pearson position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 433 Pearson shares in Q4 2019, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in Pearson in Q3 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Pearson position peaked at $4K in Q3 2019.
  • 75 funds tracked by Wall St. Rank held Pearson as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.