TFO Wealth Partners’s Scholastic SCHL Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-9	Closed	-$350	–	1064
2023 Q3	$350	Buy	+9	New	+$374	﹤0.01%	591

Other funds holding SCHL

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TFO Wealth Partners's SCHL Position: Q4 2023 in Review

TFO Wealth Partners sold out of Scholastic (SCHL) in Q4 2023, closing a stake of 9 shares — an estimated $350 sold.

TFO Wealth Partners first reported a position in SCHL in Q3 2023 and held it in 1 quarter. The position peaked at $350 in Q3 2023. 176 funds tracked by Wall St. Rank hold SCHL as of Q4 2023.

TFO Wealth Partners reported no remaining Scholastic position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 9 Scholastic shares in Q4 2023, an estimated $350.
TFO Wealth Partners first reported a position in Scholastic in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Scholastic position peaked at $350 in Q3 2023.
176 funds tracked by Wall St. Rank held Scholastic as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.