Spire Wealth Management’s New Oriental EDU Stock Holding History

Spire 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
2021 Q3	–	Sell	-305	Closed	-$25K	–	2583
2021 Q2	$25K	Sell	305 -746	-71%	-$90.5K	﹤0.01%	1780
2021 Q1	$155K	Buy	+1,051	New	+$184K	﹤0.01%	1178

Other funds holding EDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spire Wealth Management's EDU Position: Q3 2021 in Review

Spire Wealth Management sold out of New Oriental (EDU) in Q3 2021, closing a stake of 305 shares — an estimated $25K sold.

Spire Wealth Management first reported a position in EDU in Q1 2021 and held it in 2 quarters. The position peaked at $155K in Q1 2021. 271 funds tracked by Wall St. Rank hold EDU as of Q3 2021.

Spire Wealth Management reported no remaining New Oriental position as of Q3 2021 after selling out during the quarter.
Spire Wealth Management sold 305 New Oriental shares in Q3 2021, an estimated $25K.
Spire Wealth Management first reported a position in New Oriental in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's New Oriental position peaked at $155K in Q1 2021.
271 funds tracked by Wall St. Rank held New Oriental as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.