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Wealth Architects’s Pearson PSO Stock Holding History

Wealth Architects’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
2023
Q2 		– Sell
-12,031
Closed -$126K – 199
2023
Q1 		$126K Buy
12,031
+272
+2% +$2.94K 0.02% 182
2022
Q4 		$133K Hold
11,759
– – 0.03% 172
2022
Q3 		$112K Sell
11,759
-151
-1% -$1.5K 0.02% 166
2022
Q2 		$110K Buy
11,910
+338
+3% +$3.26K 0.02% 176
2022
Q1 		$115K Buy
+11,572
New +$104K 0.02% 200

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Wealth Architects's PSO Position: Q2 2023 in Review

Wealth Architects sold out of Pearson (PSO) in Q2 2023, closing a stake of 12,031 shares — an estimated $126K sold.

Wealth Architects first reported a position in PSO in Q1 2022 and held it in 5 quarters. The position peaked at $133K in Q4 2022. 117 funds tracked by Wall St. Rank hold PSO as of Q2 2023.

  • Wealth Architects reported no remaining Pearson position as of Q2 2023 after selling out during the quarter.
  • Wealth Architects sold 12,031 Pearson shares in Q2 2023, an estimated $126K.
  • Wealth Architects first reported a position in Pearson in Q1 2022 and held it in 5 quarters.
  • Wealth Architects's Pearson position peaked at $133K in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Pearson as of Q2 2023.

Based on Wealth Architects's 13F filing for Q2 2023, filed 2 Aug 2023.