Valeo Financial Advisors’s TAL Education Group TAL Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-192	Closed	-$10K	–	1676
2021 Q1	$10K	Sell	192 -9	-4%	-$659	﹤0.01%	1365
2020 Q4	$14K	Hold	201	–	–	﹤0.01%	1121
2020 Q3	$15K	Hold	201	–	–	﹤0.01%	989
2020 Q2	$14K	Hold	201	–	–	﹤0.01%	1180
2020 Q1	$10K	Sell	201 -8	-4%	-$430	﹤0.01%	1110
2019 Q4	$10K	Hold	209	–	–	﹤0.01%	1118
2019 Q3	$7K	Hold	209	–	–	﹤0.01%	1129
2019 Q2	$8K	Sell	209 -457	-69%	-$16.5K	﹤0.01%	1093
2019 Q1	$24K	Buy	666 +450	+208%	+$14.6K	﹤0.01%	733
2018 Q4	$6K	Sell	216 -40	-16%	-$1.06K	﹤0.01%	1034
2018 Q3	$7K	Hold	256	–	–	﹤0.01%	1094
2018 Q2	$9K	Buy	256 +40	+19%	+$1.57K	﹤0.01%	979
2018 Q1	$8K	Sell	216 -42	-16%	-$1.44K	﹤0.01%	1003
2017 Q4	$8K	Buy	258 +42	+19%	+$1.28K	﹤0.01%	882
2017 Q3	$7K	Buy	+216	New	+$6.09K	﹤0.01%	802

Other funds holding TAL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's TAL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of TAL Education Group (TAL) in Q2 2021, closing a stake of 192 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in TAL in Q3 2017 and held it in 15 quarters. The position peaked at $24K in Q1 2019. 279 funds tracked by Wall St. Rank hold TAL as of Q2 2021.

Valeo Financial Advisors reported no remaining TAL Education Group position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 192 TAL Education Group shares in Q2 2021, an estimated $10K.
Valeo Financial Advisors first reported a position in TAL Education Group in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's TAL Education Group position peaked at $24K in Q1 2019.
279 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.