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

Avantax Planning 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
2018
Q2 		– Sell
-118
Closed -$8K – 1485
2018
Q1 		$8K Buy
+118
New +$7.65K ﹤0.01% 1172

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Avantax Planning Partners's WLY Position: Q2 2018 in Review

Avantax Planning Partners sold out of John Wiley & Sons Class A (WLY) in Q2 2018, closing a stake of 118 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in WLY in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 277 funds tracked by Wall St. Rank hold WLY as of Q2 2018.

  • Avantax Planning Partners reported no remaining John Wiley & Sons Class A position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 118 John Wiley & Sons Class A shares in Q2 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in John Wiley & Sons Class A in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's John Wiley & Sons Class A position peaked at $8K in Q1 2018.
  • 277 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.