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Wealthspire Advisors (Maryland)’s Scholastic SCHL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-53
Closed -$2K – 1718
2019
Q1 		$2K Hold
53
– – ﹤0.01% 2194
2018
Q4 		$2K Buy
53
+14
+36% +$609 ﹤0.01% 2126
2018
Q3 		$2K Hold
39
– – ﹤0.01% 2185
2018
Q2 		$2K Hold
39
– – ﹤0.01% 2195
2018
Q1 		$2K Hold
39
– – ﹤0.01% 2206
2017
Q4 		$2K Buy
+39
New +$1.51K ﹤0.01% 2162

Other funds holding SCHL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SCHL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Scholastic (SCHL) in Q2 2019, closing a stake of 53 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in SCHL in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 179 funds tracked by Wall St. Rank hold SCHL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Scholastic position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 53 Scholastic shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Scholastic in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Scholastic position peaked at $2K in Q1 2019.
  • 179 funds tracked by Wall St. Rank held Scholastic as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.