Spire Wealth Management’s Pearson PSO Stock Holding History

Spire Wealth Management’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
2022 Q3	–	Sell	-327	Closed	-$3K	–	2507
2022 Q2	$3K	Sell	327 -327	-50%	-$3.16K	﹤0.01%	2288
2022 Q1	$7K	Hold	654	–	–	﹤0.01%	2160
2021 Q4	$5K	Buy	+654	New	+$5.62K	﹤0.01%	2574

Other funds holding PSO

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

13D Management New York $64.5M AUM 38.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Spire Wealth Management's PSO Position: Q3 2022 in Review

Spire Wealth Management sold out of Pearson (PSO) in Q3 2022, closing a stake of 327 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in PSO in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 122 funds tracked by Wall St. Rank hold PSO as of Q3 2022.

Spire Wealth Management reported no remaining Pearson position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 327 Pearson shares in Q3 2022, an estimated $3K.
Spire Wealth Management first reported a position in Pearson in Q4 2021 and held it in 3 quarters.
Spire Wealth Management's Pearson position peaked at $7K in Q1 2022.
122 funds tracked by Wall St. Rank held Pearson as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.