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Center for Financial Planning’s John Wiley & Sons Class A WLY Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-169
Closed -$6K – 584
2020
Q1 		$6K Buy
+169
New +$7.09K ﹤0.01% 400

Other funds holding WLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Center for Financial Planning's WLY Position: Q2 2020 in Review

Center for Financial Planning sold out of John Wiley & Sons Class A (WLY) in Q2 2020, closing a stake of 169 shares — an estimated $6K sold.

Center for Financial Planning first reported a position in WLY in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 227 funds tracked by Wall St. Rank hold WLY as of Q2 2020.

  • Center for Financial Planning reported no remaining John Wiley & Sons Class A position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 169 John Wiley & Sons Class A shares in Q2 2020, an estimated $6K.
  • Center for Financial Planning first reported a position in John Wiley & Sons Class A in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's John Wiley & Sons Class A position peaked at $6K in Q1 2020.
  • 227 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.