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Cypress Point Wealth Management’s Scholastic SCHL Stock Holding History

Cypress Point 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
2021
Q1 		– Sell
-250
Closed -$6K – 180
2020
Q4 		$6K Buy
+250
New +$5.75K 0.01% 175

Other funds holding SCHL

T. Rowe Price Associates
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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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Point Wealth Management's SCHL Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Scholastic (SCHL) in Q1 2021, closing a stake of 250 shares — an estimated $6K sold.

Cypress Point Wealth Management first reported a position in SCHL in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 135 funds tracked by Wall St. Rank hold SCHL as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Scholastic position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 250 Scholastic shares in Q1 2021, an estimated $6K.
  • Cypress Point Wealth Management first reported a position in Scholastic in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Scholastic position peaked at $6K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Scholastic as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.