Harvest Group Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-10	Closed	–	–	719
2020 Q4	$0	Buy	+10	New	+$362	﹤0.01%	870
2020 Q3	–	Sell	-8	Closed	–	–	844
2020 Q2	$0	Buy	+8	New	+$306	﹤0.01%	873
2020 Q1	–	Sell	-78	Closed	-$3K	–	1043
2019 Q4	$3K	Hold	78	–	–	﹤0.01%	551
2019 Q3	$3K	Hold	78	–	–	﹤0.01%	605
2019 Q2	$3K	Buy	+78	New	+$3.55K	﹤0.01%	487

Other funds holding WLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

VanEck Associates New York $133B AUM 72.99% 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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Harvest Group Wealth Management's WLY Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of John Wiley & Sons Class A (WLY) in Q1 2021, closing a stake of 10 shares.

Harvest Group Wealth Management first reported a position in WLY in Q2 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 237 funds tracked by Wall St. Rank hold WLY as of Q1 2021.

Harvest Group Wealth Management reported no remaining John Wiley & Sons Class A position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 10 John Wiley & Sons Class A shares in Q1 2021.
Harvest Group Wealth Management first reported a position in John Wiley & Sons Class A in Q2 2019 and held it in 5 quarters.
Harvest Group Wealth Management's John Wiley & Sons Class A position peaked at $3K in Q4 2019.
237 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.