TRUE Private Wealth Advisors’s New Oriental EDU Stock Holding History

TRUE Private 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
2020 Q2	–	Sell	-20	Closed	-$2K	–	697
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	600
2019 Q4	$2K	Buy	+20	New	+$2.39K	﹤0.01%	741
2019 Q3	–	Sell	-61	Closed	-$5K	–	366
2019 Q2	$5K	Buy	+61	New	+$5.46K	﹤0.01%	632
2018 Q4	–	Sell	-299	Closed	-$22.1K	–	425
2018 Q3	$22.1K	Buy	+299	New	+$24.8K	﹤0.01%	585

Other funds holding EDU

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

GIM

Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

TRUE Private Wealth Advisors's EDU Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of New Oriental (EDU) in Q2 2020, closing a stake of 20 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in EDU in Q3 2018 and held it in 4 quarters. The position peaked at $22.1K in Q3 2018. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining New Oriental position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 20 New Oriental shares in Q2 2020, an estimated $2K.
TRUE Private Wealth Advisors first reported a position in New Oriental in Q3 2018 and held it in 4 quarters.
TRUE Private Wealth Advisors's New Oriental position peaked at $22.1K in Q3 2018.
395 funds tracked by Wall St. Rank held New Oriental as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.