PWMG
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Prestige Wealth Management Group’s New Oriental EDU Stock Holding History

Prestige Wealth Management Group’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
-100
Closed -$8K – 990
2021
Q2 		$8K Hold
100
– – ﹤0.01% 519
2021
Q1 		$14K Sell
100
-91
-48% -$15.9K ﹤0.01% 405
2020
Q4 		$35K Hold
191
– – 0.01% 279
2020
Q3 		$29K Hold
191
– – 0.01% 308
2020
Q2 		$25K Sell
191
-5
-3% -$609 0.01% 298
2020
Q1 		$22K Buy
+196
New +$25.2K 0.01% 265
2019
Q1 		– Sell
-12
Closed -$1K – 677
2018
Q4 		$1K Buy
+12
New +$695 ﹤0.01% 996

Other funds holding EDU

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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 $761B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B 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