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Harbour Investments’s John Wiley & Sons Class A WLY Stock Holding History

Harbour Investments’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
2021
Q3 		– Sell
-116
Closed -$7K – 4021
2021
Q2 		$7K Sell
116
-5
-4% -$297 ﹤0.01% 2939
2021
Q1 		$7K Buy
+121
New +$6.15K ﹤0.01% 2798

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Vanguard Group
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Harbour Investments's WLY Position: Q3 2021 in Review

Harbour Investments sold out of John Wiley & Sons Class A (WLY) in Q3 2021, closing a stake of 116 shares — an estimated $7K sold.

Harbour Investments first reported a position in WLY in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 231 funds tracked by Wall St. Rank hold WLY as of Q3 2021.

  • Harbour Investments reported no remaining John Wiley & Sons Class A position as of Q3 2021 after selling out during the quarter.
  • Harbour Investments sold 116 John Wiley & Sons Class A shares in Q3 2021, an estimated $7K.
  • Harbour Investments first reported a position in John Wiley & Sons Class A in Q1 2021 and held it in 2 quarters.
  • Harbour Investments's John Wiley & Sons Class A position peaked at $7K in Q2 2021.
  • 231 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2021.

Based on Harbour Investments's 13F filing for Q3 2021, filed 15 Nov 2021.