CM Wealth Advisors’s Scholastic SCHL Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-31,108	Closed	-$1.14M	–	380
2023 Q1	$1.14M	Buy	+31,108	New	+$1.33M	0.22%	128

Other funds holding SCHL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CM Wealth Advisors's SCHL Position: Q2 2023 in Review

CM Wealth Advisors sold out of Scholastic (SCHL) in Q2 2023, closing a stake of 31,108 shares — an estimated $1.14M sold.

CM Wealth Advisors first reported a position in SCHL in Q1 2023 and held it in 1 quarter. The position peaked at $1.14M in Q1 2023. 162 funds tracked by Wall St. Rank hold SCHL as of Q2 2023.

CM Wealth Advisors reported no remaining Scholastic position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 31,108 Scholastic shares in Q2 2023, an estimated $1.14M.
CM Wealth Advisors first reported a position in Scholastic in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Scholastic position peaked at $1.14M in Q1 2023.
162 funds tracked by Wall St. Rank held Scholastic as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.