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Bollard Group’s John Wiley & Sons Class A WLY Stock Holding History

Bollard Group’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
Q3 		– Sell
-230
Closed -$8K – 659
2023
Q2 		$8K Buy
+230
New +$8.38K ﹤0.01% 331

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bollard Group's WLY Position: Q3 2023 in Review

Bollard Group sold out of John Wiley & Sons Class A (WLY) in Q3 2023, closing a stake of 230 shares — an estimated $8K sold.

Bollard Group first reported a position in WLY in Q2 2023 and held it in 1 quarter. The position peaked at $8K in Q2 2023. 238 funds tracked by Wall St. Rank hold WLY as of Q3 2023.

  • Bollard Group reported no remaining John Wiley & Sons Class A position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 230 John Wiley & Sons Class A shares in Q3 2023, an estimated $8K.
  • Bollard Group first reported a position in John Wiley & Sons Class A in Q2 2023 and held it in 1 quarter.
  • Bollard Group's John Wiley & Sons Class A position peaked at $8K in Q2 2023.
  • 238 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.