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WealthSource Partners’s TAL Education Group TAL Stock Holding History

WealthSource Partners’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
-8,074
Closed -$435K – 498
2021
Q1 		$435K Buy
8,074
+135
+2% +$9.88K 0.04% 266
2020
Q4 		$568K Sell
7,939
-2,045
-20% -$148K 0.07% 190
2020
Q3 		$759K Sell
9,984
-7
-0.1% -$528 0.1% 137
2020
Q2 		$683K Sell
9,991
-15
-0.1% -$858 0.1% 148
2020
Q1 		$533K Sell
10,006
-1,280
-11% -$68.9K 0.08% 163
2019
Q4 		$544K Sell
11,286
-25
-0.2% -$1.07K 0.07% 214
2019
Q3 		$387K Sell
11,311
-420
-4% -$14.6K 0.06% 281
2019
Q2 		$447K Sell
11,731
-2,070
-15% -$74.8K 0.07% 263
2019
Q1 		$498K Sell
13,801
-500
-3% -$16.2K 0.11% 171
2018
Q4 		$382K Sell
14,301
-417
-3% -$11.1K 0.11% 183
2018
Q3 		$378K Sell
14,718
-65
-0.4% -$2.1K 0.1% 188
2018
Q2 		$544K Sell
14,783
-400
-3% -$15.7K 0.15% 142
2018
Q1 		$563K Buy
15,183
+475
+3% +$16.3K 0.17% 130
2017
Q4 		$437K Sell
14,708
-460
-3% -$14K 0.14% 152
2017
Q3 		$511K Sell
15,168
-7,278
-32% -$205K 0.17% 135
2017
Q2 		$458K Sell
22,446
-10,530
-32% -$207K 0.16% 141
2017
Q1 		$586K Buy
32,976
+12
+0% +$174 0.22% 111
2016
Q4 		$385K Buy
32,964
+2,100
+7% +$25.7K 0.16% 131
2016
Q3 		$364K Hold
30,864
– – 0.13% 155
2016
Q2 		$319K Sell
30,864
-750
-2% -$6.88K 0.12% 159
2016
Q1 		$262K Buy
+31,614
New +$253K 0.11% 179

Other funds holding TAL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthSource Partners's TAL Position: Q2 2021 in Review

WealthSource Partners sold out of TAL Education Group (TAL) in Q2 2021, closing a stake of 8,074 shares — an estimated $435K sold.

WealthSource Partners first reported a position in TAL in Q1 2016 and held it in 21 quarters. The position peaked at $759K in Q3 2020. 279 funds tracked by Wall St. Rank hold TAL as of Q2 2021.

  • WealthSource Partners reported no remaining TAL Education Group position as of Q2 2021 after selling out during the quarter.
  • WealthSource Partners sold 8,074 TAL Education Group shares in Q2 2021, an estimated $435K.
  • WealthSource Partners first reported a position in TAL Education Group in Q1 2016 and held it in 21 quarters.
  • WealthSource Partners's TAL Education Group position peaked at $759K in Q3 2020.
  • 279 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2021.

Based on WealthSource Partners's 13F filing for Q2 2021, filed 18 Nov 2021.