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Wealthspire Advisors (Maryland)’s New Oriental EDU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-12
Closed -$1K – 888
2019
Q1 		$1K Hold
12
– – ﹤0.01% 2323
2018
Q4 		$1K Buy
+12
New +$695 ﹤0.01% 2257
2018
Q3 		– Sell
-3
Closed – – 2413
2018
Q2 		$0 Buy
+3
New +$287 ﹤0.01% 2464

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Wealthspire Advisors (Maryland)'s EDU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of New Oriental (EDU) in Q2 2019, closing a stake of 12 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in EDU in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 336 funds tracked by Wall St. Rank hold EDU as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining New Oriental position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12 New Oriental shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in New Oriental in Q2 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s New Oriental position peaked at $1K in Q1 2019.
  • 336 funds tracked by Wall St. Rank held New Oriental as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.