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OneAscent Wealth Management’s New Oriental EDU Stock Holding History

OneAscent 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
2022
Q1 		– Sell
-7,779
Closed -$163K – 222
2021
Q4 		$163K Buy
+7,779
New +$168K 0.41% 78
2021
Q1 		$224K Buy
1,602
+140
+10% +$24.5K 0.1% 184
2020
Q4 		$272K Buy
+1,462
New +$246K 0.12% 166

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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 Wealth Management's EDU Position: Q1 2022 in Review

OneAscent Wealth Management sold out of New Oriental (EDU) in Q1 2022, closing a stake of 7,779 shares — an estimated $163K sold.

OneAscent Wealth Management first reported a position in EDU in Q4 2020 and held it in 3 quarters. The position peaked at $272K in Q4 2020. 194 funds tracked by Wall St. Rank hold EDU as of Q1 2022.

  • OneAscent Wealth Management reported no remaining New Oriental position as of Q1 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 7,779 New Oriental shares in Q1 2022, an estimated $163K.
  • OneAscent Wealth Management first reported a position in New Oriental in Q4 2020 and held it in 3 quarters.
  • OneAscent Wealth Management's New Oriental position peaked at $272K in Q4 2020.
  • 194 funds tracked by Wall St. Rank held New Oriental as of Q1 2022.

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