Regent Peak Wealth Advisors’s New Oriental EDU Stock Holding History

Regent Peak Wealth Advisors’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 Q1	–	Sell	-7	Closed	-$1K	–	379
2020 Q4	$1K	Buy	+7	New	+$1.18K	﹤0.01%	917

Other funds holding EDU

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Regent Peak Wealth Advisors's EDU Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of New Oriental (EDU) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in EDU in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 438 funds tracked by Wall St. Rank hold EDU as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining New Oriental position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 7 New Oriental shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in New Oriental in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's New Oriental position peaked at $1K in Q4 2020.
438 funds tracked by Wall St. Rank held New Oriental as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.