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

First Capital Advisors Group’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 Q2	$19.3K	Buy	+566	New	+$20.6K	0.01%	431
2018 Q2	–	Sell	-576	Closed	-$37K	–	770
2018 Q1	$37K	Buy	+576	New	+$37.3K	0.02%	315

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

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Capital Advisors Group's WLY Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in John Wiley & Sons Class A (WLY) in Q2 2023: 566 shares worth $19.3K. The stake represents 0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in WLY as recently as Q1 2018.

First Capital Advisors Group first reported a position in WLY in Q1 2018 and has held it in 2 quarters since. The position peaked at $37K in Q1 2018. 221 funds tracked by Wall St. Rank hold WLY as of Q2 2023.

First Capital Advisors Group held 566 shares of John Wiley & Sons Class A worth $19.3K as of Q2 2023.
John Wiley & Sons Class A was a new First Capital Advisors Group position in Q2 2023.
John Wiley & Sons Class A made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #431 holding.
First Capital Advisors Group first reported a position in John Wiley & Sons Class A in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's John Wiley & Sons Class A position peaked at $37K in Q1 2018.
221 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.