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Tradition Wealth Management’s TAL Education Group TAL Stock Holding History

Tradition Wealth Management’s Portfolio TAL Stock Details TAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-440
Closed -$6K – 1091
2023
Q4 		$6K Hold
440
– – ﹤0.01% 1119
2023
Q3 		$4K Hold
440
– – ﹤0.01% 1255
2023
Q2 		$3K Hold
440
– – ﹤0.01% 1360
2023
Q1 		$3K Hold
440
– – ﹤0.01% 1268
2022
Q4 		$3K Buy
+440
New +$2.44K ﹤0.01% 1131

Other funds holding TAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HM
HCEP Management Hong Kong $80.7M AUM 1.24% 1-Year Est. Return

Tradition Wealth Management's TAL Position: Q1 2024 in Review

Tradition Wealth Management sold out of TAL Education Group (TAL) in Q1 2024, closing a stake of 440 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in TAL in Q4 2022 and held it in 5 quarters. The position peaked at $6K in Q4 2023. 241 funds tracked by Wall St. Rank hold TAL as of Q1 2024.

  • Tradition Wealth Management reported no remaining TAL Education Group position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 440 TAL Education Group shares in Q1 2024, an estimated $6K.
  • Tradition Wealth Management first reported a position in TAL Education Group in Q4 2022 and held it in 5 quarters.
  • Tradition Wealth Management's TAL Education Group position peaked at $6K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.