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Private Wealth Management Group’s Scholastic SCHL Stock Holding History

Private Wealth Management Group’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
-55
Closed -$2.08K – 1601
2024
Q1 		$2.08K Hold
55
– – ﹤0.01% 950
2023
Q4 		$2.07K Buy
+55
New +$2.1K ﹤0.01% 965

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
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

Private Wealth Management Group's SCHL Position: Q2 2024 in Review

Private Wealth Management Group sold out of Scholastic (SCHL) in Q2 2024, closing a stake of 55 shares — an estimated $2.08K sold.

Private Wealth Management Group first reported a position in SCHL in Q4 2023 and held it in 2 quarters. The position peaked at $2.08K in Q1 2024. 189 funds tracked by Wall St. Rank hold SCHL as of Q2 2024.

  • Private Wealth Management Group reported no remaining Scholastic position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 55 Scholastic shares in Q2 2024, an estimated $2.08K.
  • Private Wealth Management Group first reported a position in Scholastic in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Scholastic position peaked at $2.08K in Q1 2024.
  • 189 funds tracked by Wall St. Rank held Scholastic as of Q2 2024.

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