Prestige Wealth Management Group’s Pearson PSO Stock Holding History

Prestige 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
2019 Q4	–	Sell	-27	Closed	–	–	648
2019 Q3	$0	Buy	+27	New	+$280	﹤0.01%	630

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Prestige Wealth Management Group's PSO Position: Q4 2019 in Review

Prestige Wealth Management Group sold out of Pearson (PSO) in Q4 2019, closing a stake of 27 shares.

Prestige Wealth Management Group first reported a position in PSO in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 75 funds tracked by Wall St. Rank hold PSO as of Q4 2019.

Prestige Wealth Management Group reported no remaining Pearson position as of Q4 2019 after selling out during the quarter.
Prestige Wealth Management Group sold 27 Pearson shares in Q4 2019.
Prestige Wealth Management Group first reported a position in Pearson in Q3 2019 and held it in 1 quarter.
Prestige Wealth Management Group's Pearson position peaked at $0 in Q3 2019.
75 funds tracked by Wall St. Rank held Pearson as of Q4 2019.

Based on Prestige Wealth Management Group's 13F filing for Q4 2019, filed 28 Jan 2020.