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Belpointe Asset Management’s Scholastic SCHL Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-180
Closed -$6.16K – 2852
2023
Q1 		$6.16K Hold
180
– – ﹤0.01% 2930
2022
Q4 		$7.1K Buy
+180
New +$6.69K ﹤0.01% 2788

Other funds holding SCHL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Belpointe Asset Management's SCHL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Scholastic (SCHL) in Q2 2023, closing a stake of 180 shares — an estimated $6.16K sold.

Belpointe Asset Management first reported a position in SCHL in Q4 2022 and held it in 2 quarters. The position peaked at $7.1K in Q4 2022. 162 funds tracked by Wall St. Rank hold SCHL as of Q2 2023.

  • Belpointe Asset Management reported no remaining Scholastic position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 180 Scholastic shares in Q2 2023, an estimated $6.16K.
  • Belpointe Asset Management first reported a position in Scholastic in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Scholastic position peaked at $7.1K in Q4 2022.
  • 162 funds tracked by Wall St. Rank held Scholastic as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.