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Bell Investment Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Bell Investment Advisors’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
Q1 		– Sell
-13
Closed -$521 – 1987
2022
Q4 		$521 Hold
13
– – ﹤0.01% 1810
2022
Q3 		$0 Buy
13
+2
+18% +$95 ﹤0.01% 1982
2022
Q2 		$1K Buy
+11
New +$562 ﹤0.01% 1657
2021
Q4 		$1K Buy
+9
New +$487 ﹤0.01% 1663

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
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
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
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bell Investment Advisors's WLY Position: Q1 2023 in Review

Bell Investment Advisors sold out of John Wiley & Sons Class A (WLY) in Q1 2023, closing a stake of 13 shares — an estimated $521 sold.

Bell Investment Advisors first reported a position in WLY in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 229 funds tracked by Wall St. Rank hold WLY as of Q1 2023.

  • Bell Investment Advisors reported no remaining John Wiley & Sons Class A position as of Q1 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 13 John Wiley & Sons Class A shares in Q1 2023, an estimated $521.
  • Bell Investment Advisors first reported a position in John Wiley & Sons Class A in Q4 2021 and held it in 4 quarters.
  • Bell Investment Advisors's John Wiley & Sons Class A position peaked at $1K in Q2 2022.
  • 229 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.