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Ellevest Inc’s John Wiley & Sons Class A WLY Stock Holding History

Ellevest Inc’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
2023
Q1 		– Sell
-15
Closed -$601 – 2077
2022
Q4 		$601 Buy
+15
New +$628 ﹤0.01% 1593
2021
Q1 		– Sell
-18
Closed -$1K – 1368
2020
Q4 		$1K Buy
+18
New +$652 ﹤0.01% 1127

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CIP
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CCMLC
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PCM
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Ellevest Inc's WLY Position: Q1 2023 in Review

Ellevest Inc sold out of John Wiley & Sons Class A (WLY) in Q1 2023, closing a stake of 15 shares — an estimated $601 sold.

Ellevest Inc first reported a position in WLY in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 229 funds tracked by Wall St. Rank hold WLY as of Q1 2023.

  • Ellevest Inc reported no remaining John Wiley & Sons Class A position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 15 John Wiley & Sons Class A shares in Q1 2023, an estimated $601.
  • Ellevest Inc first reported a position in John Wiley & Sons Class A in Q4 2020 and held it in 2 quarters.
  • Ellevest Inc's John Wiley & Sons Class A position peaked at $1K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.