Fortitude Advisory Group’s John Wiley & Sons Class A WLY Stock Holding History

Fortitude Advisory 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
2022 Q2	–	Sell	-28	Closed	-$1K	–	1303
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	1477
2021 Q4	$2K	Buy	+28	New	+$1.51K	﹤0.01%	1413

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

CCMLC

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

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

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

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

PCM

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

Fortitude Advisory Group's WLY Position: Q2 2022 in Review

Fortitude Advisory Group sold out of John Wiley & Sons Class A (WLY) in Q2 2022, closing a stake of 28 shares — an estimated $1K sold.

Fortitude Advisory Group first reported a position in WLY in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 241 funds tracked by Wall St. Rank hold WLY as of Q2 2022.

Fortitude Advisory Group reported no remaining John Wiley & Sons Class A position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 28 John Wiley & Sons Class A shares in Q2 2022, an estimated $1K.
Fortitude Advisory Group first reported a position in John Wiley & Sons Class A in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's John Wiley & Sons Class A position peaked at $2K in Q4 2021.
241 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.