First Trust Direct Indexing’s TAL Education Group TAL Stock Holding History

First Trust Direct Indexing’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
2022 Q1	–	Sell	-33,252	Closed	-$131K	–	698
2021 Q4	$131K	Sell	33,252 -20,661	-38%	-$93.4K	0.02%	631
2021 Q3	$261K	Buy	+53,913	New	+$478K	0.04%	516
2021 Q1	–	Sell	-1,778	Closed	-$127K	–	926
2020 Q4	$127K	Buy	+1,778	New	+$128K	0.03%	438

Other funds holding TAL

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

FFM

FengHe Fund Management Singapore $1.05B AUM 316.7% 1-Year Est. Return

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TPC

Tiger Pacific Capital New York $218M AUM 12.12% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

First Trust Direct Indexing's TAL Position: Q1 2022 in Review

First Trust Direct Indexing sold out of TAL Education Group (TAL) in Q1 2022, closing a stake of 33,252 shares — an estimated $131K sold.

First Trust Direct Indexing first reported a position in TAL in Q4 2020 and held it in 3 quarters. The position peaked at $261K in Q3 2021. 180 funds tracked by Wall St. Rank hold TAL as of Q1 2022.

First Trust Direct Indexing reported no remaining TAL Education Group position as of Q1 2022 after selling out during the quarter.
First Trust Direct Indexing sold 33,252 TAL Education Group shares in Q1 2022, an estimated $131K.
First Trust Direct Indexing first reported a position in TAL Education Group in Q4 2020 and held it in 3 quarters.
First Trust Direct Indexing's TAL Education Group position peaked at $261K in Q3 2021.
180 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2022.

Based on First Trust Direct Indexing's 13F filing for Q1 2022, filed 11 Apr 2022.