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Concord Wealth Partners’s John Wiley & Sons Class A WLY Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-7
Closed – – 1164
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1395
2022
Q1 		$0 Buy
+7
New +$368 ﹤0.01% 1405
2021
Q3 		– Sell
-28
Closed -$2K – 1047
2021
Q2 		$2K Hold
28
– – ﹤0.01% 926
2021
Q1 		$2K Buy
+28
New +$1.42K ﹤0.01% 863

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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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Concord Wealth Partners's WLY Position: Q3 2022 in Review

Concord Wealth Partners sold out of John Wiley & Sons Class A (WLY) in Q3 2022, closing a stake of 7 shares.

Concord Wealth Partners first reported a position in WLY in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 228 funds tracked by Wall St. Rank hold WLY as of Q3 2022.

  • Concord Wealth Partners reported no remaining John Wiley & Sons Class A position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 7 John Wiley & Sons Class A shares in Q3 2022.
  • Concord Wealth Partners first reported a position in John Wiley & Sons Class A in Q1 2021 and held it in 4 quarters.
  • Concord Wealth Partners's John Wiley & Sons Class A position peaked at $2K in Q2 2021.
  • 228 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.