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Founders Financial Alliance’s John Wiley & Sons Class A WLY Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-49
Closed -$2K – 1245
2020
Q3 		$2K Buy
+49
New +$1.66K ﹤0.01% 1241

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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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Founders Financial Alliance's WLY Position: Q4 2020 in Review

Founders Financial Alliance sold out of John Wiley & Sons Class A (WLY) in Q4 2020, closing a stake of 49 shares — an estimated $2K sold.

Founders Financial Alliance first reported a position in WLY in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 226 funds tracked by Wall St. Rank hold WLY as of Q4 2020.

  • Founders Financial Alliance reported no remaining John Wiley & Sons Class A position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 49 John Wiley & Sons Class A shares in Q4 2020, an estimated $2K.
  • Founders Financial Alliance first reported a position in John Wiley & Sons Class A in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's John Wiley & Sons Class A position peaked at $2K in Q3 2020.
  • 226 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.