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Wealthcare Advisory Partners’s New Oriental EDU Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-6
Closed -$1K – 890
2021
Q1 		$1K Buy
+6
New +$1.05K ﹤0.01% 1971

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
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Schroder Investment Management Group
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wealthcare Advisory Partners's EDU Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of New Oriental (EDU) in Q2 2021, closing a stake of 6 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in EDU in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 395 funds tracked by Wall St. Rank hold EDU as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining New Oriental position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 6 New Oriental shares in Q2 2021, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in New Oriental in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's New Oriental position peaked at $1K in Q1 2021.
  • 395 funds tracked by Wall St. Rank held New Oriental as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.