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Carroll Financial Associates’s John Wiley & Sons Class A WLY Stock Holding History

Carroll Financial Associates’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
Q4 		– Sell
-32
Closed -$1K – 1968
2021
Q3 		$1K Buy
+32
New +$1.83K ﹤0.01% 1734
2019
Q4 		– Sell
-39
Closed -$1K – 1715
2019
Q3 		$1K Hold
39
– – ﹤0.01% 1468
2019
Q2 		$1K Buy
+39
New +$1.77K ﹤0.01% 1526

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Carroll Financial Associates's WLY Position: Q4 2021 in Review

Carroll Financial Associates sold out of John Wiley & Sons Class A (WLY) in Q4 2021, closing a stake of 32 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in WLY in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 246 funds tracked by Wall St. Rank hold WLY as of Q4 2021.

  • Carroll Financial Associates reported no remaining John Wiley & Sons Class A position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 32 John Wiley & Sons Class A shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in John Wiley & Sons Class A in Q2 2019 and held it in 3 quarters.
  • Carroll Financial Associates's John Wiley & Sons Class A position peaked at $1K in Q3 2021.
  • 246 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.