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

Advisor Partners’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
2022
Q1 		– Sell
-3,623
Closed -$208K – 920
2021
Q4 		$208K Buy
+3,623
New +$196K 0.01% 815

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return

Advisor Partners's WLY Position: Q1 2022 in Review

Advisor Partners sold out of John Wiley & Sons Class A (WLY) in Q1 2022, closing a stake of 3,623 shares — an estimated $208K sold.

Advisor Partners first reported a position in WLY in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 230 funds tracked by Wall St. Rank hold WLY as of Q1 2022.

  • Advisor Partners reported no remaining John Wiley & Sons Class A position as of Q1 2022 after selling out during the quarter.
  • Advisor Partners sold 3,623 John Wiley & Sons Class A shares in Q1 2022, an estimated $208K.
  • Advisor Partners first reported a position in John Wiley & Sons Class A in Q4 2021 and held it in 1 quarter.
  • Advisor Partners's John Wiley & Sons Class A position peaked at $208K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2022.

Based on Advisor Partners's 13F filing for Q1 2022, filed 27 Apr 2022.