Baker Avenue Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Baker Avenue Asset Management’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	-13	Closed	-$483	–	1506
2023 Q3	$483	Buy	13 +4	+44%	+$142	﹤0.01%	1462
2023 Q2	$306	Buy	+9	New	+$328	﹤0.01%	1525

Other funds holding WLY

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baker Avenue Asset Management's WLY Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of John Wiley & Sons Class A (WLY) in Q4 2023, closing a stake of 13 shares — an estimated $483 sold.

Baker Avenue Asset Management first reported a position in WLY in Q2 2023 and held it in 2 quarters. The position peaked at $483 in Q3 2023. 236 funds tracked by Wall St. Rank hold WLY as of Q4 2023.

Baker Avenue Asset Management reported no remaining John Wiley & Sons Class A position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 13 John Wiley & Sons Class A shares in Q4 2023, an estimated $483.
Baker Avenue Asset Management first reported a position in John Wiley & Sons Class A in Q2 2023 and held it in 2 quarters.
Baker Avenue Asset Management's John Wiley & Sons Class A position peaked at $483 in Q3 2023.
236 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.