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Confluence Wealth Services’s John Wiley & Sons Class A WLY Stock Holding History

Confluence Wealth Services’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
-10
Closed – – 1174
2021
Q4 		$0 Buy
+10
New +$541 ﹤0.01% 1277

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Confluence Wealth Services's WLY Position: Q1 2022 in Review

Confluence Wealth Services sold out of John Wiley & Sons Class A (WLY) in Q1 2022, closing a stake of 10 shares.

Confluence Wealth Services 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.

  • Confluence Wealth Services reported no remaining John Wiley & Sons Class A position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 10 John Wiley & Sons Class A shares in Q1 2022.
  • Confluence Wealth Services first reported a position in John Wiley & Sons Class A in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services'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 Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.