CAPTRUST Financial Advisors’s Gaotu Techedu GOTU Stock Holding History

CAPTRUST Financial Advisors’s Portfolio GOTU Stock Details GOTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-100	Closed	–	–	4818
2021 Q3	$0	Hold	100	–	–	﹤0.01%	4681
2021 Q2	$1K	Buy	+100	New	+$2.23K	﹤0.01%	4338

Other funds holding GOTU

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

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

Franchise Capital Grand Cayman, Cayman Islands $230M AUM 49.93% 1-Year Est. Return

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

KFA

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

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

CAPTRUST Financial Advisors's GOTU Position: Q4 2021 in Review

CAPTRUST Financial Advisors sold out of Gaotu Techedu (GOTU) in Q4 2021, closing a stake of 100 shares.

CAPTRUST Financial Advisors first reported a position in GOTU in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 93 funds tracked by Wall St. Rank hold GOTU as of Q4 2021.

CAPTRUST Financial Advisors reported no remaining Gaotu Techedu position as of Q4 2021 after selling out during the quarter.
CAPTRUST Financial Advisors sold 100 Gaotu Techedu shares in Q4 2021.
CAPTRUST Financial Advisors first reported a position in Gaotu Techedu in Q2 2021 and held it in 2 quarters.
CAPTRUST Financial Advisors's Gaotu Techedu position peaked at $1K in Q2 2021.
93 funds tracked by Wall St. Rank held Gaotu Techedu as of Q4 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.