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V Wealth Advisors’s New Oriental EDU Stock Holding History

V 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
Q1 		– Sell
-2,374
Closed -$263K – 325
2019
Q4 		$263K Hold
2,374
– – 0.09% 223
2019
Q3 		$263K Sell
2,374
-21
-0.9% -$2.2K 0.09% 223
2019
Q2 		$257K Buy
+2,395
New +$214K 0.1% 214

Other funds holding EDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

V Wealth Advisors's EDU Position: Q1 2020 in Review

V Wealth Advisors sold out of New Oriental (EDU) in Q1 2020, closing a stake of 2,374 shares — an estimated $263K sold.

V Wealth Advisors first reported a position in EDU in Q2 2019 and held it in 3 quarters. The position peaked at $263K in Q4 2019. 427 funds tracked by Wall St. Rank hold EDU as of Q1 2020.

  • V Wealth Advisors reported no remaining New Oriental position as of Q1 2020 after selling out during the quarter.
  • V Wealth Advisors sold 2,374 New Oriental shares in Q1 2020, an estimated $263K.
  • V Wealth Advisors first reported a position in New Oriental in Q2 2019 and held it in 3 quarters.
  • V Wealth Advisors's New Oriental position peaked at $263K in Q4 2019.
  • 427 funds tracked by Wall St. Rank held New Oriental as of Q1 2020.

Based on V Wealth Advisors's 13F filing for Q1 2020, filed 12 May 2020.