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Atria Wealth Solutions’s John Wiley & Sons Class A WLY Stock Holding History

Atria Wealth Solutions’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
2023
Q4 		– Sell
-6,513
Closed -$242K – 2029
2023
Q3 		$242K Buy
+6,513
New +$231K ﹤0.01% 1557

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Atria Wealth Solutions's WLY Position: Q4 2023 in Review

Atria Wealth Solutions sold out of John Wiley & Sons Class A (WLY) in Q4 2023, closing a stake of 6,513 shares — an estimated $242K sold.

Atria Wealth Solutions first reported a position in WLY in Q3 2023 and held it in 1 quarter. The position peaked at $242K in Q3 2023. 236 funds tracked by Wall St. Rank hold WLY as of Q4 2023.

  • Atria Wealth Solutions reported no remaining John Wiley & Sons Class A position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,513 John Wiley & Sons Class A shares in Q4 2023, an estimated $242K.
  • Atria Wealth Solutions first reported a position in John Wiley & Sons Class A in Q3 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's John Wiley & Sons Class A position peaked at $242K in Q3 2023.
  • 236 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.