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Altium Wealth Management’s TAL Education Group TAL Stock Holding History

Altium Wealth Management’s Portfolio TAL Stock Details TAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,764
Closed -$257K – 383
2021
Q1 		$257K Sell
4,764
-818
-15% -$59.9K 0.02% 321
2020
Q4 		$399K Sell
5,582
-649
-10% -$46.8K 0.04% 241
2020
Q3 		$474K Sell
6,231
-2,132
-25% -$161K 0.05% 179
2020
Q2 		$572K Buy
8,363
+2,168
+35% +$124K 0.06% 142
2020
Q1 		$330K Buy
+6,195
New +$333K 0.05% 191

Other funds holding TAL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Altium Wealth Management's TAL Position: Q2 2021 in Review

Altium Wealth Management sold out of TAL Education Group (TAL) in Q2 2021, closing a stake of 4,764 shares — an estimated $257K sold.

Altium Wealth Management first reported a position in TAL in Q1 2020 and held it in 5 quarters. The position peaked at $572K in Q2 2020. 279 funds tracked by Wall St. Rank hold TAL as of Q2 2021.

  • Altium Wealth Management reported no remaining TAL Education Group position as of Q2 2021 after selling out during the quarter.
  • Altium Wealth Management sold 4,764 TAL Education Group shares in Q2 2021, an estimated $257K.
  • Altium Wealth Management first reported a position in TAL Education Group in Q1 2020 and held it in 5 quarters.
  • Altium Wealth Management's TAL Education Group position peaked at $572K in Q2 2020.
  • 279 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2021.

Based on Altium Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.