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

Cultivar Capital’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
Q3 		– Sell
-160
Closed -$6.51K – 184
2024
Q2 		$6.51K Buy
+160
New +$6.1K 0.01% 156

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CCP
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MAP
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cultivar Capital's WLY Position: Q3 2024 in Review

Cultivar Capital sold out of John Wiley & Sons Class A (WLY) in Q3 2024, closing a stake of 160 shares — an estimated $6.51K sold.

Cultivar Capital first reported a position in WLY in Q2 2024 and held it in 1 quarter. The position peaked at $6.51K in Q2 2024. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2024.

  • Cultivar Capital reported no remaining John Wiley & Sons Class A position as of Q3 2024 after selling out during the quarter.
  • Cultivar Capital sold 160 John Wiley & Sons Class A shares in Q3 2024, an estimated $6.51K.
  • Cultivar Capital first reported a position in John Wiley & Sons Class A in Q2 2024 and held it in 1 quarter.
  • Cultivar Capital's John Wiley & Sons Class A position peaked at $6.51K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2024.

Based on Cultivar Capital's 13F filing for Q3 2024, filed 16 Oct 2024.