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

FinTrust 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 Q3	$59.3K	Buy	1,230 +158	+15%	+$7.25K	0.01%	533
2024 Q2	$43.6K	Buy	+1,072	New	+$40.8K	0.01%	572
2022 Q2	–	Sell	-652	Closed	-$35K	–	1323
2022 Q1	$35K	Buy	652 +45	+7%	+$2.36K	0.01%	632
2021 Q4	$35K	Hold	607	–	–	0.01%	609
2021 Q3	$32K	Buy	607 +6	+1%	+$344	0.01%	634
2021 Q2	$36K	Sell	601 -154	-20%	-$9.16K	0.01%	616
2021 Q1	$41K	Buy	+755	New	+$38.4K	0.01%	571

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

FinTrust Capital Advisors's WLY Position: Q3 2024 in Review

FinTrust Capital Advisors increased its John Wiley & Sons Class A (WLY) stake by 15% in Q3 2024, buying an estimated $7.25K and bringing the position to 1,230 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #533.

FinTrust Capital Advisors first reported a position in WLY in Q1 2021 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2024.

FinTrust Capital Advisors held 1,230 shares of John Wiley & Sons Class A worth $59.3K as of Q3 2024.
FinTrust Capital Advisors bought 158 John Wiley & Sons Class A shares in Q3 2024, an estimated $7.25K.
John Wiley & Sons Class A made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #533 holding.
FinTrust Capital Advisors first reported a position in John Wiley & Sons Class A in Q1 2021 and has held it in 7 quarters since.
235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.