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Institute for Wealth Management’s New Oriental EDU Stock Holding History

Institute for Wealth Management’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
2021
Q4 		– Sell
-1,035
Closed -$21K – 494
2021
Q3 		$21K Hold
1,035
– – ﹤0.01% 482
2021
Q2 		$85K Buy
+1,035
New +$126K 0.01% 482

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Institute for Wealth Management's EDU Position: Q4 2021 in Review

Institute for Wealth Management sold out of New Oriental (EDU) in Q4 2021, closing a stake of 1,035 shares — an estimated $21K sold.

Institute for Wealth Management first reported a position in EDU in Q2 2021 and held it in 2 quarters. The position peaked at $85K in Q2 2021. 246 funds tracked by Wall St. Rank hold EDU as of Q4 2021.

  • Institute for Wealth Management reported no remaining New Oriental position as of Q4 2021 after selling out during the quarter.
  • Institute for Wealth Management sold 1,035 New Oriental shares in Q4 2021, an estimated $21K.
  • Institute for Wealth Management first reported a position in New Oriental in Q2 2021 and held it in 2 quarters.
  • Institute for Wealth Management's New Oriental position peaked at $85K in Q2 2021.
  • 246 funds tracked by Wall St. Rank held New Oriental as of Q4 2021.

Based on Institute for Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.