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Advisor Group’s John Wiley & Sons Class A WLY Stock Holding History

Advisor Group’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$196K Buy
4,049
+151
+4% +$7.02K ﹤0.01% 2405
2019
Q3 		$171K Buy
3,898
+27
+0.7% +$1.21K ﹤0.01% 2442
2019
Q2 		$178K Sell
3,871
-645
-14% -$29.3K ﹤0.01% 2403
2019
Q1 		$200K Buy
4,516
+353
+8% +$17.3K ﹤0.01% 2286
2018
Q4 		$196K Buy
4,163
+2,133
+105% +$115K ﹤0.01% 2105
2018
Q3 		$123K Buy
2,030
+212
+12% +$13.2K ﹤0.01% 2595
2018
Q2 		$113K Sell
1,818
-13
-0.7% -$863 ﹤0.01% 2438
2018
Q1 		$116K Sell
1,831
-23
-1% -$1.49K ﹤0.01% 2448
2017
Q4 		$123K Buy
1,854
+1,096
+145% +$63.4K ﹤0.01% 2414
2017
Q3 		$41K Buy
758
+71
+10% +$3.81K ﹤0.01% 3087
2017
Q2 		$36K Buy
687
+52
+8% +$2.72K ﹤0.01% 3077
2017
Q1 		$34K Buy
635
+400
+170% +$21.7K ﹤0.01% 3002
2016
Q4 		$12K Hold
235
– – ﹤0.01% 3546
2016
Q3 		$12K Sell
235
-333
-59% -$18.2K ﹤0.01% 3464
2016
Q2 		$28K Buy
+568
New +$28.7K ﹤0.01% 2842

Other funds holding WLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Advisor Group's WLY Position: Q4 2019 in Review

Advisor Group increased its John Wiley & Sons Class A (WLY) stake by 3.9% in Q4 2019, buying an estimated $7.02K and bringing the position to 4,049 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

Advisor Group first reported a position in WLY in Q2 2016 and has held it in 15 quarters since. The position peaked at $200K in Q1 2019. 239 funds tracked by Wall St. Rank hold WLY as of Q4 2019.

  • Advisor Group held 4,049 shares of John Wiley & Sons Class A worth $196K as of Q4 2019.
  • Advisor Group bought 151 John Wiley & Sons Class A shares in Q4 2019, an estimated $7.02K.
  • John Wiley & Sons Class A made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2405 holding.
  • Advisor Group first reported a position in John Wiley & Sons Class A in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's John Wiley & Sons Class A position peaked at $200K in Q1 2019.
  • 239 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.