APA
WLY icon

American Portfolios Advisors’s John Wiley & Sons Class A WLY Stock Holding History

American Portfolios Advisors’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
Q3 		$6.46K Buy
172
+83
+93% +$3.94K ﹤0.01% 2717
2022
Q2 		$4.25K Hold
89
– – ﹤0.01% 2895
2022
Q1 		$4.72K Sell
89
-50
-36% -$2.63K ﹤0.01% 2967
2021
Q4 		$7.96K Hold
139
– – ﹤0.01% 2716
2021
Q3 		$7.26K Sell
139
-330
-70% -$18.9K ﹤0.01% 2698
2021
Q2 		$28.2K Buy
469
+26
+6% +$1.55K ﹤0.01% 2037
2021
Q1 		$24K Buy
+443
New +$22.5K ﹤0.01% 1971
2020
Q4 		– Sell
-95
Closed -$3.01K – 3109
2020
Q3 		$3.01K Hold
95
– – ﹤0.01% 2467
2020
Q2 		$3.71K Sell
95
-743
-89% -$28.4K ﹤0.01% 2342
2020
Q1 		$31.4K Buy
838
+715
+581% +$30K ﹤0.01% 1357
2019
Q4 		$5.97K Sell
123
-588
-83% -$27.3K ﹤0.01% 2210
2019
Q3 		$31.2K Buy
711
+96
+16% +$4.28K ﹤0.01% 1483
2019
Q2 		$28.2K Buy
615
+566
+1,155% +$25.7K ﹤0.01% 1522
2019
Q1 		$2.17K Buy
+49
New +$2.4K ﹤0.01% 2354
2018
Q4 		– Sell
-43
Closed -$2.61K – 2569
2018
Q3 		$2.61K Hold
43
– – ﹤0.01% 2185
2018
Q2 		$2.68K Hold
43
– – ﹤0.01% 2148
2018
Q1 		$2.74K Buy
43
+10
+30% +$648 ﹤0.01% 2035
2017
Q4 		$2.17K Buy
+33
New +$1.91K ﹤0.01% 2042

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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 $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Portfolios Advisors's WLY Position: Q3 2022 in Review

American Portfolios Advisors increased its John Wiley & Sons Class A (WLY) stake by 93% in Q3 2022, buying an estimated $3.94K and bringing the position to 172 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

American Portfolios Advisors first reported a position in WLY in Q4 2017 and has held it in 18 quarters since. The position peaked at $31.4K in Q1 2020. 228 funds tracked by Wall St. Rank hold WLY as of Q3 2022.

  • American Portfolios Advisors held 172 shares of John Wiley & Sons Class A worth $6.46K as of Q3 2022.
  • American Portfolios Advisors bought 83 John Wiley & Sons Class A shares in Q3 2022, an estimated $3.94K.
  • John Wiley & Sons Class A made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2717 holding.
  • American Portfolios Advisors first reported a position in John Wiley & Sons Class A in Q4 2017 and has held it in 18 quarters since.
  • American Portfolios Advisors's John Wiley & Sons Class A position peaked at $31.4K in Q1 2020.
  • 228 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.