Arete Wealth Advisors’s TAL Education Group TAL Stock Holding History

Arete Wealth Advisors’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
2024 Q3	–	Sell	-22,920	Closed	-$243K	–	818
2024 Q2	$243K	Buy	22,920 +2,899	+14%	+$34.3K	0.02%	598
2024 Q1	$227K	Buy	20,021 +8,133	+68%	+$101K	0.02%	369
2023 Q4	$150K	Buy	+11,888	New	+$123K	0.01%	695

Other funds holding TAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TPC

Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Arete Wealth Advisors's TAL Position: Q3 2024 in Review

Arete Wealth Advisors sold out of TAL Education Group (TAL) in Q3 2024, closing a stake of 22,920 shares — an estimated $243K sold.

Arete Wealth Advisors first reported a position in TAL in Q4 2023 and held it in 3 quarters. The position peaked at $243K in Q2 2024. 235 funds tracked by Wall St. Rank hold TAL as of Q3 2024.

Arete Wealth Advisors reported no remaining TAL Education Group position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 22,920 TAL Education Group shares in Q3 2024, an estimated $243K.
Arete Wealth Advisors first reported a position in TAL Education Group in Q4 2023 and held it in 3 quarters.
Arete Wealth Advisors's TAL Education Group position peaked at $243K in Q2 2024.
235 funds tracked by Wall St. Rank held TAL Education Group as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.