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Financial Management Professionals’s John Wiley & Sons Class A WLY Stock Holding History

Financial Management Professionals’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
2021
Q4 		– Sell
-6
Closed – – 1107
2021
Q3 		$0 Hold
6
– – ﹤0.01% 1066
2021
Q2 		$0 Buy
+6
New +$357 ﹤0.01% 969

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Management Professionals's WLY Position: Q4 2021 in Review

Financial Management Professionals sold out of John Wiley & Sons Class A (WLY) in Q4 2021, closing a stake of 6 shares.

Financial Management Professionals first reported a position in WLY in Q2 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 246 funds tracked by Wall St. Rank hold WLY as of Q4 2021.

  • Financial Management Professionals reported no remaining John Wiley & Sons Class A position as of Q4 2021 after selling out during the quarter.
  • Financial Management Professionals sold 6 John Wiley & Sons Class A shares in Q4 2021.
  • Financial Management Professionals first reported a position in John Wiley & Sons Class A in Q2 2021 and held it in 2 quarters.
  • Financial Management Professionals's John Wiley & Sons Class A position peaked at $0 in Q3 2021.
  • 246 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2021.

Based on Financial Management Professionals's 13F filing for Q4 2021, filed 28 Jan 2022.