Wealthspire Advisors (Maryland)’s Pearson PSO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-661	Closed	-$7K	–	1629
2019 Q1	$7K	Sell	661 -419	-39%	-$4.89K	﹤0.01%	1689
2018 Q4	$13K	Buy	1,080 +226	+26%	+$2.61K	﹤0.01%	1376
2018 Q3	$10K	Hold	854	–	–	﹤0.01%	1525
2018 Q2	$10K	Buy	854 +24	+3%	+$277	﹤0.01%	1549
2018 Q1	$9K	Sell	830 -26	-3%	-$259	﹤0.01%	1616
2017 Q4	$8K	Buy	856 +364	+74%	+$3.34K	﹤0.01%	1685
2017 Q3	$4K	Buy	492 +458	+1,347%	+$3.7K	﹤0.01%	1861
2017 Q2	$0	Hold	34	–	–	﹤0.01%	2256
2017 Q1	$0	Sell	34 -110	-76%	-$917	﹤0.01%	1996
2016 Q4	$1K	Sell	144 -161	-53%	-$1.56K	﹤0.01%	1666
2016 Q3	$3K	Hold	305	–	–	﹤0.01%	1488
2016 Q2	$4K	Hold	305	–	–	﹤0.01%	1390
2016 Q1	$4K	Sell	305 -5	-2%	-$57	﹤0.01%	1404
2015 Q4	$3K	Buy	+310	New	+$4.18K	﹤0.01%	1474

Other funds holding PSO

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

HJIM

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

Wealthspire Advisors (Maryland)'s PSO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Pearson (PSO) in Q2 2019, closing a stake of 661 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in PSO in Q4 2015 and held it in 14 quarters. The position peaked at $13K in Q4 2018. 87 funds tracked by Wall St. Rank hold PSO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Pearson position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 661 Pearson shares in Q2 2019, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in Pearson in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Pearson position peaked at $13K in Q4 2018.
87 funds tracked by Wall St. Rank held Pearson as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.