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Gables Capital Management’s John Wiley & Sons Class A WLY Stock Holding History

Gables Capital Management’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
Q3 		– Sell
-100
Closed -$5K – 358
2022
Q2 		$5K Hold
100
– – ﹤0.01% 326
2022
Q1 		$5K Hold
100
– – ﹤0.01% 326
2021
Q4 		$6K Hold
100
– – ﹤0.01% 321
2021
Q3 		$5K Hold
100
– – ﹤0.01% 327
2021
Q2 		$6K Hold
100
– – ﹤0.01% 321
2021
Q1 		$5K Buy
+100
New +$5.09K ﹤0.01% 355
2020
Q2 		– Sell
-328
Closed -$12K – 414
2020
Q1 		$12K Buy
+328
New +$13.8K 0.01% 289

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
Bank of New York Mellon
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Gables Capital Management's WLY Position: Q3 2022 in Review

Gables Capital Management sold out of John Wiley & Sons Class A (WLY) in Q3 2022, closing a stake of 100 shares — an estimated $5K sold.

Gables Capital Management first reported a position in WLY in Q1 2020 and held it in 7 quarters. The position peaked at $12K in Q1 2020. 228 funds tracked by Wall St. Rank hold WLY as of Q3 2022.

  • Gables Capital Management reported no remaining John Wiley & Sons Class A position as of Q3 2022 after selling out during the quarter.
  • Gables Capital Management sold 100 John Wiley & Sons Class A shares in Q3 2022, an estimated $5K.
  • Gables Capital Management first reported a position in John Wiley & Sons Class A in Q1 2020 and held it in 7 quarters.
  • Gables Capital Management's John Wiley & Sons Class A position peaked at $12K in Q1 2020.
  • 228 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2022.

Based on Gables Capital Management's 13F filing for Q3 2022, filed 1 Nov 2022.