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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 $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return

Prestige Wealth Management Group's EDU Position: Q3 2021 in Review

Prestige Wealth Management Group sold out of New Oriental (EDU) in Q3 2021, closing a stake of 100 shares — an estimated $8K sold.

Prestige Wealth Management Group first reported a position in EDU in Q4 2018 and held it in 7 quarters. The position peaked at $35K in Q4 2020. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

  • Prestige Wealth Management Group reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 100 New Oriental shares in Q3 2021, an estimated $8K.
  • Prestige Wealth Management Group first reported a position in New Oriental in Q4 2018 and held it in 7 quarters.
  • Prestige Wealth Management Group's New Oriental position peaked at $35K in Q4 2020.
  • 271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Prestige Wealth Management Group's 13F filing for Q3 2021, filed 12 Nov 2021.