OneAscent Wealth Management’s TAL Education Group TAL Stock Holding History

OneAscent Wealth Management’s Portfolio TAL Stock Details TAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-14,854	Closed	-$58K	–	232
2021 Q4	$58K	Buy	+14,854	New	+$67.1K	0.14%	86
2021 Q1	$386K	Buy	7,169 +1,486	+26%	+$109K	0.16%	148
2020 Q4	$406K	Buy	+5,683	New	+$410K	0.18%	126

Other funds holding TAL

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FFM

FengHe Fund Management Singapore $724M AUM 196.18% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TPC

Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

OneAscent Wealth Management's TAL Position: Q1 2022 in Review

OneAscent Wealth Management sold out of TAL Education Group (TAL) in Q1 2022, closing a stake of 14,854 shares — an estimated $58K sold.

OneAscent Wealth Management first reported a position in TAL in Q4 2020 and held it in 3 quarters. The position peaked at $406K in Q4 2020. 179 funds tracked by Wall St. Rank hold TAL as of Q1 2022.

OneAscent Wealth Management reported no remaining TAL Education Group position as of Q1 2022 after selling out during the quarter.
OneAscent Wealth Management sold 14,854 TAL Education Group shares in Q1 2022, an estimated $58K.
OneAscent Wealth Management first reported a position in TAL Education Group in Q4 2020 and held it in 3 quarters.
OneAscent Wealth Management's TAL Education Group position peaked at $406K in Q4 2020.
179 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2022.

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