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Burt Wealth Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Burt Wealth 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
2020
Q4 		– Sell
-44
Closed -$1K – 425
2020
Q3 		$1K Hold
44
– – ﹤0.01% 386
2020
Q2 		$2K Hold
44
– – ﹤0.01% 350
2020
Q1 		$2K Buy
+44
New +$1.84K ﹤0.01% 352

Other funds holding WLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Burt Wealth Advisors's WLY Position: Q4 2020 in Review

Burt Wealth Advisors sold out of John Wiley & Sons Class A (WLY) in Q4 2020, closing a stake of 44 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in WLY in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 226 funds tracked by Wall St. Rank hold WLY as of Q4 2020.

  • Burt Wealth Advisors reported no remaining John Wiley & Sons Class A position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 44 John Wiley & Sons Class A shares in Q4 2020, an estimated $1K.
  • Burt Wealth Advisors first reported a position in John Wiley & Sons Class A in Q1 2020 and held it in 3 quarters.
  • Burt Wealth Advisors's John Wiley & Sons Class A position peaked at $2K in Q2 2020.
  • 226 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.