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Stratos Wealth Partners’s New Oriental EDU Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-3,714
Closed -$76K – 1271
2021
Q3 		$76K Sell
3,714
-556
-13% -$17.7K ﹤0.01% 1155
2021
Q2 		$350K Buy
4,270
+3,039
+247% +$369K 0.01% 909
2021
Q1 		$172K Buy
+1,231
New +$215K ﹤0.01% 1057
2018
Q4 		– Sell
-53
Closed -$4K – 1249
2018
Q3 		$4K Buy
+53
New +$4.39K ﹤0.01% 2511
2018
Q2 		– Sell
-377
Closed -$33K – 1388
2018
Q1 		$33K Buy
+377
New +$35.1K ﹤0.01% 1793

Other funds holding EDU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stratos Wealth Partners's EDU Position: Q4 2021 in Review

Stratos Wealth Partners sold out of New Oriental (EDU) in Q4 2021, closing a stake of 3,714 shares — an estimated $76K sold.

Stratos Wealth Partners first reported a position in EDU in Q1 2018 and held it in 5 quarters. The position peaked at $350K in Q2 2021. 246 funds tracked by Wall St. Rank hold EDU as of Q4 2021.

  • Stratos Wealth Partners reported no remaining New Oriental position as of Q4 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,714 New Oriental shares in Q4 2021, an estimated $76K.
  • Stratos Wealth Partners first reported a position in New Oriental in Q1 2018 and held it in 5 quarters.
  • Stratos Wealth Partners's New Oriental position peaked at $350K in Q2 2021.
  • 246 funds tracked by Wall St. Rank held New Oriental as of Q4 2021.

Based on Stratos Wealth Partners's 13F filing for Q4 2021, filed 14 Jan 2022.