BCA
WLY icon

Berman Capital Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Berman Capital 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
2021
Q3 		$0 Hold
10
– – ﹤0.01% 2244
2021
Q2 		$0 Hold
10
– – ﹤0.01% 2063
2021
Q1 		$0 Hold
10
– – ﹤0.01% 1932
2020
Q4 		$0 Sell
10
-27
-73% -$978 ﹤0.01% 1848
2020
Q3 		$1K Buy
+37
New +$1.25K ﹤0.01% 1533

Other funds holding WLY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Berman Capital Advisors's WLY Position: Q3 2021 in Review

Berman Capital Advisors held its John Wiley & Sons Class A (WLY) position steady in Q3 2021 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

Berman Capital Advisors first reported a position in WLY in Q3 2020 and has held it in 5 quarters since. The position peaked at $1K in Q3 2020. 231 funds tracked by Wall St. Rank hold WLY as of Q3 2021.

  • Berman Capital Advisors held 10 shares of John Wiley & Sons Class A worth $0 as of Q3 2021.
  • Berman Capital Advisors left its John Wiley & Sons Class A share count unchanged in Q3 2021.
  • John Wiley & Sons Class A made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2244 holding.
  • Berman Capital Advisors first reported a position in John Wiley & Sons Class A in Q3 2020 and has held it in 5 quarters since.
  • Berman Capital Advisors's John Wiley & Sons Class A position peaked at $1K in Q3 2020.
  • 231 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.