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Brandywine Oak Private Wealth’s John Wiley & Sons Class A WLY Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-49
Closed -$2K – 634
2018
Q4 		$2K Buy
+49
New +$2.64K ﹤0.01% 672

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Franklin Resources
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Dimensional Fund Advisors
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CCP
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Bank of New York Mellon
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Federated Hermes
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Brandywine Oak Private Wealth's WLY Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of John Wiley & Sons Class A (WLY) in Q1 2019, closing a stake of 49 shares — an estimated $2K sold.

Brandywine Oak Private Wealth first reported a position in WLY in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining John Wiley & Sons Class A position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 49 John Wiley & Sons Class A shares in Q1 2019, an estimated $2K.
  • Brandywine Oak Private Wealth first reported a position in John Wiley & Sons Class A in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's John Wiley & Sons Class A position peaked at $2K in Q4 2018.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.