RWB
PSO icon

RMR Wealth Builders’s Pearson PSO Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-2,703
Closed -$29K – 562
2021
Q1 		$29K Buy
2,703
+450
+20% +$4.68K 0.01% 456
2020
Q4 		$21K Buy
+2,253
New +$18K 0.01% 348
2020
Q3 		– Sell
-2,253
Closed -$16K – 409
2020
Q2 		$16K Buy
+2,253
New +$14.1K 0.01% 320
2019
Q4 		$19K Buy
+2,253
New +$19.4K 0.02% 317

Other funds holding PSO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
1M
13D Management New York $71.3M AUM 83.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

RMR Wealth Builders's PSO Position: Q2 2021 in Review

RMR Wealth Builders sold out of Pearson (PSO) in Q2 2021, closing a stake of 2,703 shares — an estimated $29K sold.

RMR Wealth Builders first reported a position in PSO in Q4 2019 and held it in 4 quarters. The position peaked at $29K in Q1 2021. 89 funds tracked by Wall St. Rank hold PSO as of Q2 2021.

  • RMR Wealth Builders reported no remaining Pearson position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 2,703 Pearson shares in Q2 2021, an estimated $29K.
  • RMR Wealth Builders first reported a position in Pearson in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Pearson position peaked at $29K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held Pearson as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.