RAFFA WEALTH MANAGEMENT, LLC’s Pearson PSO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q4	–	Sell	-119	Closed	-$1.14K	–	1136
2022 Q3	$1.14K	Buy	+119	New	+$1.18K	﹤0.01%	757
2021 Q1	–	Sell	-46	Closed	-$422	–	1110
2020 Q4	$422	Hold	46	–	–	﹤0.01%	877
2020 Q3	$327	Hold	46	–	–	﹤0.01%	849
2020 Q2	$333	Hold	46	–	–	﹤0.01%	856
2020 Q1	$317	Buy	+46	New	+$335	﹤0.01%	803
2017 Q3	–	Sell	-250	Closed	-$2.24K	–	363
2017 Q2	$2.24K	Hold	250	–	–	﹤0.01%	279
2017 Q1	$2.12K	Sell	250 -42	-14%	-$350	﹤0.01%	259
2016 Q4	$2.92K	Hold	292	–	–	﹤0.01%	250
2016 Q3	$2.86K	Hold	292	–	–	﹤0.01%	253
2016 Q2	$3.79K	Hold	292	–	–	﹤0.01%	231
2016 Q1	$3.66K	Hold	292	–	–	﹤0.01%	235
2015 Q4	$3.15K	Hold	292	–	–	﹤0.01%	233
2015 Q3	$5.01K	Hold	292	–	–	﹤0.01%	219
2015 Q2	$5.54K	Hold	292	–	–	﹤0.01%	199
2015 Q1	$6.31K	Sell	292 -3	-1%	-$62	﹤0.01%	177
2014 Q4	$5.44K	Hold	295	–	–	﹤0.01%	192
2014 Q3	$5.91K	Buy	295 +45	+18%	+$859	﹤0.01%	190
2014 Q2	$4.95K	Hold	250	–	–	﹤0.01%	183
2014 Q1	$4.45K	Sell	250 -45	-15%	-$841	﹤0.01%	183
2013 Q4	$5.44K	Buy	+295	New	+$6.26K	﹤0.01%	192

Other funds holding PSO

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

RAFFA WEALTH MANAGEMENT, LLC's PSO Position: Q4 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Pearson (PSO) in Q4 2022, closing a stake of 119 shares — an estimated $1.14K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PSO in Q4 2013 and held it in 20 quarters. The position peaked at $6.31K in Q1 2015. 129 funds tracked by Wall St. Rank hold PSO as of Q4 2022.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Pearson position as of Q4 2022 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 119 Pearson shares in Q4 2022, an estimated $1.14K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Pearson in Q4 2013 and held it in 20 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Pearson position peaked at $6.31K in Q1 2015.
129 funds tracked by Wall St. Rank held Pearson as of Q4 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2022, filed 27 Jul 2026.