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Avior Wealth Management’s Scholastic SCHL Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-5
Closed -$188 – 3457
2024
Q1 		$188 Buy
+5
New +$192 ﹤0.01% 2897

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avior Wealth Management's SCHL Position: Q2 2024 in Review

Avior Wealth Management sold out of Scholastic (SCHL) in Q2 2024, closing a stake of 5 shares — an estimated $188 sold.

Avior Wealth Management first reported a position in SCHL in Q1 2024 and held it in 1 quarter. The position peaked at $188 in Q1 2024. 189 funds tracked by Wall St. Rank hold SCHL as of Q2 2024.

  • Avior Wealth Management reported no remaining Scholastic position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 Scholastic shares in Q2 2024, an estimated $188.
  • Avior Wealth Management first reported a position in Scholastic in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Scholastic position peaked at $188 in Q1 2024.
  • 189 funds tracked by Wall St. Rank held Scholastic as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.