IA
EDUC icon

IFP Advisors’s Educational Development Corp EDUC Stock Holding History

IFP Advisors’s Portfolio EDUC Stock Details EDUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-500
Closed -$595 – 3369
2023
Q2 		$595 Hold
500
– – ﹤0.01% 3172
2023
Q1 		$10.8K Hold
500
– – ﹤0.01% 2248
2022
Q4 		$11K Hold
500
– – ﹤0.01% 3315
2022
Q3 		$11K Hold
500
– – ﹤0.01% 3565
2022
Q2 		$11K Hold
500
– – ﹤0.01% 3313
2022
Q1 		$11K Buy
+500
New +$3.93K ﹤0.01% 3313
2018
Q4 		– Sell
-212
Closed -$2K – 3606
2018
Q3 		$2K Buy
+212
New +$2.28K ﹤0.01% 3527

Other funds holding EDUC

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

IFP Advisors's EDUC Position: Q3 2023 in Review

IFP Advisors sold out of Educational Development Corp (EDUC) in Q3 2023, closing a stake of 500 shares — an estimated $595 sold.

IFP Advisors first reported a position in EDUC in Q3 2018 and held it in 7 quarters. The position peaked at $11K in Q4 2022. 22 funds tracked by Wall St. Rank hold EDUC as of Q3 2023.

  • IFP Advisors reported no remaining Educational Development Corp position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 500 Educational Development Corp shares in Q3 2023, an estimated $595.
  • IFP Advisors first reported a position in Educational Development Corp in Q3 2018 and held it in 7 quarters.
  • IFP Advisors's Educational Development Corp position peaked at $11K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held Educational Development Corp as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.