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Concord Wealth Partners’s New Oriental EDU Stock Holding History

Concord Wealth Partners’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
2024
Q3 		– Sell
-220
Closed -$17.1K – 974
2024
Q2 		$17.1K Buy
+220
New +$17.9K ﹤0.01% 451

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Renaissance Technologies
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Concord Wealth Partners's EDU Position: Q3 2024 in Review

Concord Wealth Partners sold out of New Oriental (EDU) in Q3 2024, closing a stake of 220 shares — an estimated $17.1K sold.

Concord Wealth Partners first reported a position in EDU in Q2 2024 and held it in 1 quarter. The position peaked at $17.1K in Q2 2024. 216 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

  • Concord Wealth Partners reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 220 New Oriental shares in Q3 2024, an estimated $17.1K.
  • Concord Wealth Partners first reported a position in New Oriental in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's New Oriental position peaked at $17.1K in Q2 2024.
  • 216 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.