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B. Riley Wealth Advisors’s New Oriental EDU Stock Holding History

B. Riley Wealth Advisors’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,906
Closed -$315K – 871
2020
Q1 		$315K Buy
+2,906
New +$373K 0.03% 523
2018
Q1 		– Sell
-2,272
Closed -$214K – 685
2017
Q4 		$214K Sell
2,272
-33
-1% -$2.93K 0.03% 559
2017
Q3 		$204K Buy
+2,305
New +$188K 0.03% 491

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

B. Riley Wealth Advisors's EDU Position: Q2 2020 in Review

B. Riley Wealth Advisors sold out of New Oriental (EDU) in Q2 2020, closing a stake of 2,906 shares — an estimated $315K sold.

B. Riley Wealth Advisors first reported a position in EDU in Q3 2017 and held it in 3 quarters. The position peaked at $315K in Q1 2020. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2020.

  • B. Riley Wealth Advisors reported no remaining New Oriental position as of Q2 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,906 New Oriental shares in Q2 2020, an estimated $315K.
  • B. Riley Wealth Advisors first reported a position in New Oriental in Q3 2017 and held it in 3 quarters.
  • B. Riley Wealth Advisors's New Oriental position peaked at $315K in Q1 2020.
  • 395 funds tracked by Wall St. Rank held New Oriental as of Q2 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.