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Brinker Capital Investments’s John Wiley & Sons Class A WLY Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-6,028
Closed -$276K – 1278
2020
Q4 		$276K Sell
6,028
-1,109
-16% -$40.2K ﹤0.01% 942
2020
Q3 		$226K Buy
+7,137
New +$242K ﹤0.01% 1077

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CIP
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CCMLC
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Brinker Capital Investments's WLY Position: Q1 2021 in Review

Brinker Capital Investments sold out of John Wiley & Sons Class A (WLY) in Q1 2021, closing a stake of 6,028 shares — an estimated $276K sold.

Brinker Capital Investments first reported a position in WLY in Q3 2020 and held it in 2 quarters. The position peaked at $276K in Q4 2020. 237 funds tracked by Wall St. Rank hold WLY as of Q1 2021.

  • Brinker Capital Investments reported no remaining John Wiley & Sons Class A position as of Q1 2021 after selling out during the quarter.
  • Brinker Capital Investments sold 6,028 John Wiley & Sons Class A shares in Q1 2021, an estimated $276K.
  • Brinker Capital Investments first reported a position in John Wiley & Sons Class A in Q3 2020 and held it in 2 quarters.
  • Brinker Capital Investments's John Wiley & Sons Class A position peaked at $276K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2021.

Based on Brinker Capital Investments's 13F filing for Q1 2021, filed 12 May 2021.