Sutton Wealth Advisors’s Scholastic SCHL Stock Holding History

Sutton 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 Q1	–	Sell	-588	Closed	-$23.2K	–	1427
2022 Q4	$23.2K	Buy	588 +187	+47%	+$6.95K	0.01%	643
2022 Q3	$12.3K	Hold	401	–	–	0.01%	831
2022 Q2	$14.4K	Sell	401 -7	-2%	-$258	0.01%	782
2022 Q1	$16.4K	Hold	408	–	–	0.01%	780
2021 Q4	$16.3K	Buy	408 +7	+2%	+$264	0.01%	769
2021 Q3	$14.3K	Hold	401	–	–	0.01%	798
2021 Q2	$15.2K	Hold	401	–	–	0.01%	782
2021 Q1	$12.1K	Hold	401	–	–	﹤0.01%	823
2020 Q4	$10K	Buy	+401	New	+$9.22K	﹤0.01%	806
2020 Q2	–	Sell	-156	Closed	-$3.98K	–	1274
2020 Q1	$3.98K	Sell	156 -270	-63%	-$8.77K	﹤0.01%	893
2019 Q4	$16.4K	Hold	426	–	–	0.01%	677
2019 Q3	$16.1K	Buy	+426	New	+$15K	0.01%	654
2019 Q2	–	Sell	-303	Closed	-$12K	–	1205
2019 Q1	$12K	Hold	303	–	–	0.01%	740
2018 Q4	$12.2K	Hold	303	–	–	0.01%	686
2018 Q3	$14.1K	Hold	303	–	–	0.01%	699
2018 Q2	$13.4K	Hold	303	–	–	0.01%	750
2018 Q1	$11.8K	Hold	303	–	–	0.01%	769
2017 Q4	$12.2K	Hold	303	–	–	0.01%	721
2017 Q3	$11.3K	Sell	303 -255	-46%	-$10.2K	0.01%	738
2017 Q2	$24.3K	Buy	558 +255	+84%	+$11K	0.02%	460
2017 Q1	$12.9K	Hold	303	–	–	0.01%	647
2016 Q4	$14.4K	Hold	303	–	–	0.01%	594
2016 Q3	$11.9K	Hold	303	–	–	0.01%	619
2016 Q2	$12K	Buy	+303	New	+$11.4K	0.01%	580

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

Sutton Wealth Advisors's SCHL Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Scholastic (SCHL) in Q1 2023, closing a stake of 588 shares — an estimated $23.2K sold.

Sutton Wealth Advisors first reported a position in SCHL in Q2 2016 and held it in 24 quarters. The position peaked at $24.3K in Q2 2017. 168 funds tracked by Wall St. Rank hold SCHL as of Q1 2023.

Sutton Wealth Advisors reported no remaining Scholastic position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 588 Scholastic shares in Q1 2023, an estimated $23.2K.
Sutton Wealth Advisors first reported a position in Scholastic in Q2 2016 and held it in 24 quarters.
Sutton Wealth Advisors's Scholastic position peaked at $24.3K in Q2 2017.
168 funds tracked by Wall St. Rank held Scholastic as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.