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Ashton Thomas Securities’s John Wiley & Sons Class A WLY Stock Holding History

Ashton Thomas Securities’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
2024
Q4 		– Sell
-431
Closed -$20.8K – 1196
2024
Q3 		$20.8K Buy
+431
New +$19.8K ﹤0.01% 619

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CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ashton Thomas Securities's WLY Position: Q4 2024 in Review

Ashton Thomas Securities sold out of John Wiley & Sons Class A (WLY) in Q4 2024, closing a stake of 431 shares — an estimated $20.8K sold.

Ashton Thomas Securities first reported a position in WLY in Q3 2024 and held it in 1 quarter. The position peaked at $20.8K in Q3 2024. 243 funds tracked by Wall St. Rank hold WLY as of Q4 2024.

  • Ashton Thomas Securities reported no remaining John Wiley & Sons Class A position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 431 John Wiley & Sons Class A shares in Q4 2024, an estimated $20.8K.
  • Ashton Thomas Securities first reported a position in John Wiley & Sons Class A in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's John Wiley & Sons Class A position peaked at $20.8K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.