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

Venturi 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
2025
Q1 		– Sell
-113
Closed -$1.13K – 1677
2024
Q4 		$1.13K Buy
+113
New +$1.19K ﹤0.01% 1911

Other funds holding TAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 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
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Venturi Wealth Management's TAL Position: Q1 2025 in Review

Venturi Wealth Management sold out of TAL Education Group (TAL) in Q1 2025, closing a stake of 113 shares — an estimated $1.13K sold.

Venturi Wealth Management first reported a position in TAL in Q4 2024 and held it in 1 quarter. The position peaked at $1.13K in Q4 2024. 250 funds tracked by Wall St. Rank hold TAL as of Q1 2025.

  • Venturi Wealth Management reported no remaining TAL Education Group position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 113 TAL Education Group shares in Q1 2025, an estimated $1.13K.
  • Venturi Wealth Management first reported a position in TAL Education Group in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's TAL Education Group position peaked at $1.13K in Q4 2024.
  • 250 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.