BCWM
WLY icon

Bartlett & Co Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Bartlett & Co Wealth 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
2021
Q4 		– Sell
-14
Closed -$731 – 891
2021
Q3 		$731 Buy
+14
New +$803 ﹤0.01% 922

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bartlett & Co Wealth Management's WLY Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of John Wiley & Sons Class A (WLY) in Q4 2021, closing a stake of 14 shares — an estimated $731 sold.

Bartlett & Co Wealth Management first reported a position in WLY in Q3 2021 and held it in 1 quarter. The position peaked at $731 in Q3 2021. 246 funds tracked by Wall St. Rank hold WLY as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining John Wiley & Sons Class A position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 14 John Wiley & Sons Class A shares in Q4 2021, an estimated $731.
  • Bartlett & Co Wealth Management first reported a position in John Wiley & Sons Class A in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's John Wiley & Sons Class A position peaked at $731 in Q3 2021.
  • 246 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.