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

BKM 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
2024 Q1	–	Sell	-100	Closed	-$1.26K	–	509
2023 Q4	$1.26K	Buy	+100	New	+$1.04K	﹤0.01%	575

Other funds holding TAL

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

KFA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TPC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HCEP Management Hong Kong $80.7M AUM 1.24% 1-Year Est. Return

BKM Wealth Management's TAL Position: Q1 2024 in Review

BKM Wealth Management sold out of TAL Education Group (TAL) in Q1 2024, closing a stake of 100 shares — an estimated $1.26K sold.

BKM Wealth Management first reported a position in TAL in Q4 2023 and held it in 1 quarter. The position peaked at $1.26K in Q4 2023. 241 funds tracked by Wall St. Rank hold TAL as of Q1 2024.

BKM Wealth Management reported no remaining TAL Education Group position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 100 TAL Education Group shares in Q1 2024, an estimated $1.26K.
BKM Wealth Management first reported a position in TAL Education Group in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's TAL Education Group position peaked at $1.26K in Q4 2023.
241 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.