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Fortitude Advisory Group’s New Oriental EDU Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-124
Closed -$1K – 501
2022
Q1 		$1K Hold
124
– – ﹤0.01% 1434
2021
Q4 		$3K Buy
+124
New +$2.67K ﹤0.01% 1301

Other funds holding EDU

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $526M AUM 46.41% 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

Fortitude Advisory Group's EDU Position: Q2 2022 in Review

Fortitude Advisory Group sold out of New Oriental (EDU) in Q2 2022, closing a stake of 124 shares — an estimated $1K sold.

Fortitude Advisory Group first reported a position in EDU in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 153 funds tracked by Wall St. Rank hold EDU as of Q2 2022.

  • Fortitude Advisory Group reported no remaining New Oriental position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 124 New Oriental shares in Q2 2022, an estimated $1K.
  • Fortitude Advisory Group first reported a position in New Oriental in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's New Oriental position peaked at $3K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held New Oriental as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.