GWS
TAL icon

Glassman Wealth Services’s TAL Education Group TAL Stock Holding History

Glassman Wealth Services’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
-53
Closed -$669 – 1619
2023
Q4 		$669 Hold
53
– – ﹤0.01% 1649
2023
Q3 		$483 Hold
53
– – ﹤0.01% 1742
2023
Q2 		$316 Sell
53
-273
-84% -$1.63K ﹤0.01% 1730
2023
Q1 		$2.09K Sell
326
-73
-18% -$526 ﹤0.01% 1230
2022
Q4 		$2.81K Buy
399
+290
+266% +$1.61K ﹤0.01% 1178
2022
Q3 		$1K Buy
109
+56
+106% +$278 ﹤0.01% 1539
2022
Q2 		$0 Buy
+53
New +$203 ﹤0.01% 1981
2022
Q1 		– Sell
-1,231
Closed -$5K – 1938
2021
Q4 		$5K Buy
1,231
+62
+5% +$280 ﹤0.01% 1004
2021
Q3 		$6K Buy
1,169
+1,027
+723% +$9.11K ﹤0.01% 925
2021
Q2 		$4K Buy
142
+102
+255% +$4.56K ﹤0.01% 1005
2021
Q1 		$2K Sell
40
-29
-42% -$2.12K ﹤0.01% 1140
2020
Q4 		$5K Hold
69
– – ﹤0.01% 880
2020
Q3 		$5K Buy
69
+25
+57% +$1.89K ﹤0.01% 804
2020
Q2 		$3K Buy
+44
New +$2.52K ﹤0.01% 790

Other funds holding TAL

BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HM
HCEP Management Hong Kong $80.7M AUM 1.24% 1-Year Est. Return

Glassman Wealth Services's TAL Position: Q1 2024 in Review

Glassman Wealth Services sold out of TAL Education Group (TAL) in Q1 2024, closing a stake of 53 shares — an estimated $669 sold.

Glassman Wealth Services first reported a position in TAL in Q2 2020 and held it in 14 quarters. The position peaked at $6K in Q3 2021. 241 funds tracked by Wall St. Rank hold TAL as of Q1 2024.

  • Glassman Wealth Services reported no remaining TAL Education Group position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 53 TAL Education Group shares in Q1 2024, an estimated $669.
  • Glassman Wealth Services first reported a position in TAL Education Group in Q2 2020 and held it in 14 quarters.
  • Glassman Wealth Services's TAL Education Group position peaked at $6K in Q3 2021.
  • 241 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.