BAM
WLY icon

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

Belpointe 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
Q2 		– Sell
-240
Closed -$9.3K – 3375
2023
Q1 		$9.3K Buy
+240
New +$10.2K ﹤0.01% 2756

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Belpointe Asset Management's WLY Position: Q2 2023 in Review

Belpointe Asset Management sold out of John Wiley & Sons Class A (WLY) in Q2 2023, closing a stake of 240 shares — an estimated $9.3K sold.

Belpointe Asset Management first reported a position in WLY in Q1 2023 and held it in 1 quarter. The position peaked at $9.3K in Q1 2023. 221 funds tracked by Wall St. Rank hold WLY as of Q2 2023.

  • Belpointe Asset Management reported no remaining John Wiley & Sons Class A position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 240 John Wiley & Sons Class A shares in Q2 2023, an estimated $9.3K.
  • Belpointe Asset Management first reported a position in John Wiley & Sons Class A in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's John Wiley & Sons Class A position peaked at $9.3K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.