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OneAscent Financial Services’s New Oriental EDU Stock Holding History

OneAscent Financial 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
2022
Q1 		– Sell
-6,386
Closed -$134K – 162
2021
Q4 		$134K Buy
+6,386
New +$138K 0.26% 128

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CG
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YCM
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Renaissance Technologies
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

OneAscent Financial Services's EDU Position: Q1 2022 in Review

OneAscent Financial Services sold out of New Oriental (EDU) in Q1 2022, closing a stake of 6,386 shares — an estimated $134K sold.

OneAscent Financial Services first reported a position in EDU in Q4 2021 and held it in 1 quarter. The position peaked at $134K in Q4 2021. 194 funds tracked by Wall St. Rank hold EDU as of Q1 2022.

  • OneAscent Financial Services reported no remaining New Oriental position as of Q1 2022 after selling out during the quarter.
  • OneAscent Financial Services sold 6,386 New Oriental shares in Q1 2022, an estimated $134K.
  • OneAscent Financial Services first reported a position in New Oriental in Q4 2021 and held it in 1 quarter.
  • OneAscent Financial Services's New Oriental position peaked at $134K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held New Oriental as of Q1 2022.

Based on OneAscent Financial Services's 13F filing for Q1 2022, filed 12 May 2022.