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Beacon Pointe Advisors’s Scholastic SCHL Stock Holding History

Beacon Pointe Advisors’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
Q1 		– Sell
-6,200
Closed -$234K – 1405
2023
Q4 		$234K Hold
6,200
– – ﹤0.01% 1160
2023
Q3 		$236K Hold
6,200
– – ﹤0.01% 1163
2023
Q2 		$241K Sell
6,200
-1,400
-18% -$54.3K ﹤0.01% 952
2023
Q1 		$260K Buy
+7,600
New +$324K ﹤0.01% 984

Other funds holding SCHL

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Beacon Pointe Advisors's SCHL Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of Scholastic (SCHL) in Q1 2024, closing a stake of 6,200 shares — an estimated $234K sold.

Beacon Pointe Advisors first reported a position in SCHL in Q1 2023 and held it in 4 quarters. The position peaked at $260K in Q1 2023. 183 funds tracked by Wall St. Rank hold SCHL as of Q1 2024.

  • Beacon Pointe Advisors reported no remaining Scholastic position as of Q1 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 6,200 Scholastic shares in Q1 2024, an estimated $234K.
  • Beacon Pointe Advisors first reported a position in Scholastic in Q1 2023 and held it in 4 quarters.
  • Beacon Pointe Advisors's Scholastic position peaked at $260K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Scholastic as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.