APP
SCHL icon

Avantax Planning Partners’s Scholastic SCHL Stock Holding History

Avantax Planning Partners’s Portfolio SCHL Stock Details SCHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-79
Closed -$4K – 1020
2018
Q3 		$4K Buy
+79
New +$3.39K ﹤0.01% 1191
2018
Q2 		– Sell
-79
Closed -$3K – 1245
2018
Q1 		$3K Buy
+79
New +$3K ﹤0.01% 1533

Other funds holding SCHL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's SCHL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Scholastic (SCHL) in Q4 2018, closing a stake of 79 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in SCHL in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 190 funds tracked by Wall St. Rank hold SCHL as of Q4 2018.

  • Avantax Planning Partners reported no remaining Scholastic position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 79 Scholastic shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Scholastic in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Scholastic position peaked at $4K in Q3 2018.
  • 190 funds tracked by Wall St. Rank held Scholastic as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.