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Kestra Advisory Services’s New Oriental EDU Stock Holding History

Kestra Advisory Services’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
-5,295
Closed -$434K – 2126
2021
Q2 		$434K Buy
5,295
+1,801
+52% +$219K ﹤0.01% 1350
2021
Q1 		$489K Buy
+3,494
New +$610K 0.01% 1203

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kestra Advisory Services's EDU Position: Q3 2021 in Review

Kestra Advisory Services sold out of New Oriental (EDU) in Q3 2021, closing a stake of 5,295 shares — an estimated $434K sold.

Kestra Advisory Services first reported a position in EDU in Q1 2021 and held it in 2 quarters. The position peaked at $489K in Q1 2021. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Kestra Advisory Services reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 5,295 New Oriental shares in Q3 2021, an estimated $434K.
  • Kestra Advisory Services first reported a position in New Oriental in Q1 2021 and held it in 2 quarters.
  • Kestra Advisory Services's New Oriental position peaked at $489K in Q1 2021.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Kestra Advisory Services's 13F filing for Q3 2021, filed 19 Oct 2021.