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

Bartlett & Co’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	-$1K	–	891
2021 Q3	$1K	Buy	+14	New	+$803	﹤0.01%	922

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

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

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

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

Bartlett & Co sold out of John Wiley & Sons Class A (WLY) in Q4 2021, closing a stake of 14 shares — an estimated $1K sold.

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

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

Based on Bartlett & Co's 13F filing for Q4 2021, filed 8 Mar 2022.