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Intercontinental Wealth Advisors’s New Oriental EDU Stock Holding History

Intercontinental Wealth Advisors’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
Q3 		– Sell
-12,814
Closed -$1.05M – 287
2021
Q2 		$1.05M Buy
12,814
+4,749
+59% +$576K 0.21% 92
2021
Q1 		$1.13M Buy
8,065
+2,657
+49% +$464K 0.25% 83
2020
Q4 		$1M Sell
5,408
-1,552
-22% -$261K 0.24% 86
2020
Q3 		$1.04M Sell
6,960
-863
-11% -$125K 0.3% 67
2020
Q2 		$1.02M Buy
7,823
+1,314
+20% +$160K 0.33% 62
2020
Q1 		$705K Buy
+6,509
New +$836K 0.37% 70

Other funds holding EDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Intercontinental Wealth Advisors's EDU Position: Q3 2021 in Review

Intercontinental Wealth Advisors sold out of New Oriental (EDU) in Q3 2021, closing a stake of 12,814 shares — an estimated $1.05M sold.

Intercontinental Wealth Advisors first reported a position in EDU in Q1 2020 and held it in 6 quarters. The position peaked at $1.13M in Q1 2021. 270 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Intercontinental Wealth Advisors reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 12,814 New Oriental shares in Q3 2021, an estimated $1.05M.
  • Intercontinental Wealth Advisors first reported a position in New Oriental in Q1 2020 and held it in 6 quarters.
  • Intercontinental Wealth Advisors's New Oriental position peaked at $1.13M in Q1 2021.
  • 270 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.