Wipfli Financial Advisors’s Pearson PSO Stock Holding History

Wipfli Financial Advisors’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	$36K	Buy	+3,777	New	+$37.6K	﹤0.01%	1276

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

Wipfli Financial Advisors's PSO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Pearson (PSO) in Q3 2022: 3,777 shares worth $36K. The stake represents ﹤0.01% of the portfolio and ranks #1276 among its holdings.

122 funds tracked by Wall St. Rank hold PSO as of Q3 2022.

Wipfli Financial Advisors held 3,777 shares of Pearson worth $36K as of Q3 2022.
Pearson was a new Wipfli Financial Advisors position in Q3 2022.
Pearson made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1276 holding.
122 funds tracked by Wall St. Rank held Pearson as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.