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Criterion Capital Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Criterion Capital Advisors’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
2024
Q1 		– Sell
-300
Closed -$9.52K – 377
2023
Q4 		$9.52K Buy
+300
New +$9.38K 0.01% 266

Other funds holding WLY

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Criterion Capital Advisors's WLY Position: Q1 2024 in Review

Criterion Capital Advisors sold out of John Wiley & Sons Class A (WLY) in Q1 2024, closing a stake of 300 shares — an estimated $9.52K sold.

Criterion Capital Advisors first reported a position in WLY in Q4 2023 and held it in 1 quarter. The position peaked at $9.52K in Q4 2023. 213 funds tracked by Wall St. Rank hold WLY as of Q1 2024.

  • Criterion Capital Advisors reported no remaining John Wiley & Sons Class A position as of Q1 2024 after selling out during the quarter.
  • Criterion Capital Advisors sold 300 John Wiley & Sons Class A shares in Q1 2024, an estimated $9.52K.
  • Criterion Capital Advisors first reported a position in John Wiley & Sons Class A in Q4 2023 and held it in 1 quarter.
  • Criterion Capital Advisors's John Wiley & Sons Class A position peaked at $9.52K in Q4 2023.
  • 213 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2024.

Based on Criterion Capital Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.