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Waldron Private Wealth’s TAL Education Group TAL Stock Holding History

Waldron Private Wealth’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
Q4 		– Sell
-971
Closed -$11.5K – 491
2024
Q3 		$11.5K Buy
+971
New +$8.94K ﹤0.01% 473

Other funds holding TAL

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
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waldron Private Wealth's TAL Position: Q4 2024 in Review

Waldron Private Wealth sold out of TAL Education Group (TAL) in Q4 2024, closing a stake of 971 shares — an estimated $11.5K sold.

Waldron Private Wealth first reported a position in TAL in Q3 2024 and held it in 1 quarter. The position peaked at $11.5K in Q3 2024. 231 funds tracked by Wall St. Rank hold TAL as of Q4 2024.

  • Waldron Private Wealth reported no remaining TAL Education Group position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 971 TAL Education Group shares in Q4 2024, an estimated $11.5K.
  • Waldron Private Wealth first reported a position in TAL Education Group in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's TAL Education Group position peaked at $11.5K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held TAL Education Group as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.