SFS
PSO icon

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 – 2164
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 $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $6.77B AUM 27.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $757B AUM 28.64% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return