Avantax Advisory Services’s John Wiley & Sons Class A WLY Stock Holding History

Avantax Advisory Services’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
2020 Q1	–	Sell	-4,105	Closed	-$200K	–	902
2019 Q4	$200K	Sell	4,105 -846	-17%	-$39.3K	﹤0.01%	781
2019 Q3	$219K	Sell	4,951 -3,235	-40%	-$144K	0.01%	520
2019 Q2	$375K	Buy	+8,186	New	+$372K	0.02%	353

Other funds holding WLY

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Avantax Advisory Services's WLY Position: Q1 2020 in Review

Avantax Advisory Services sold out of John Wiley & Sons Class A (WLY) in Q1 2020, closing a stake of 4,105 shares — an estimated $200K sold.

Avantax Advisory Services first reported a position in WLY in Q2 2019 and held it in 3 quarters. The position peaked at $375K in Q2 2019. 225 funds tracked by Wall St. Rank hold WLY as of Q1 2020.

Avantax Advisory Services reported no remaining John Wiley & Sons Class A position as of Q1 2020 after selling out during the quarter.
Avantax Advisory Services sold 4,105 John Wiley & Sons Class A shares in Q1 2020, an estimated $200K.
Avantax Advisory Services first reported a position in John Wiley & Sons Class A in Q2 2019 and held it in 3 quarters.
Avantax Advisory Services's John Wiley & Sons Class A position peaked at $375K in Q2 2019.
225 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2020.

Based on Avantax Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.