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Sowell Financial Services’s Pearson PSO Stock Holding History

Sowell 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
2021
Q2 		– Sell
-1,039
Closed -$12K – 2162
2021
Q1 		$12K Sell
1,039
-35
-3% -$364 ﹤0.01% 2245
2020
Q4 		$10K Hold
1,074
– – ﹤0.01% 2017
2020
Q3 		$8K Hold
1,074
– – ﹤0.01% 1879
2020
Q2 		$8K Sell
1,074
-2,010
-65% -$12.6K ﹤0.01% 1772
2020
Q1 		$21K Buy
3,084
+2,620
+565% +$19.1K ﹤0.01% 1380
2019
Q4 		$4K Hold
464
– – ﹤0.01% 2002
2019
Q3 		$4K Buy
+464
New +$4.81K ﹤0.01% 1866

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

Sowell Financial Services's PSO Position: Q2 2021 in Review

Sowell Financial Services sold out of Pearson (PSO) in Q2 2021, closing a stake of 1,039 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in PSO in Q3 2019 and held it in 7 quarters. The position peaked at $21K in Q1 2020. 89 funds tracked by Wall St. Rank hold PSO as of Q2 2021.

  • Sowell Financial Services reported no remaining Pearson position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,039 Pearson shares in Q2 2021, an estimated $12K.
  • Sowell Financial Services first reported a position in Pearson in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Pearson position peaked at $21K in Q1 2020.
  • 89 funds tracked by Wall St. Rank held Pearson as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.