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Cassady Schiller Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Cassady Schiller Wealth Management’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
2022
Q1 		– Sell
-5
Closed – – 607
2021
Q4 		$0 Buy
+5
New +$270 ﹤0.01% 651

Other funds holding WLY

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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Cassady Schiller Wealth Management's WLY Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of John Wiley & Sons Class A (WLY) in Q1 2022, closing a stake of 5 shares.

Cassady Schiller Wealth Management first reported a position in WLY in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 230 funds tracked by Wall St. Rank hold WLY as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining John Wiley & Sons Class A position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 5 John Wiley & Sons Class A shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in John Wiley & Sons Class A in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's John Wiley & Sons Class A position peaked at $0 in Q4 2021.
  • 230 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.