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

Janiczek 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
2024 Q2	$41	Hold	1	–	–	﹤0.01%	1078
2024 Q1	$39	Sell	1 -8	-89%	-$274	﹤0.01%	1083
2023 Q4	$286	Sell	9 -239	-96%	-$7.47K	﹤0.01%	1034
2023 Q3	$9.22K	Sell	248 -56	-18%	-$1.99K	﹤0.01%	651
2023 Q2	$10.3K	Sell	304 -101	-25%	-$3.68K	﹤0.01%	563
2023 Q1	$15.5K	Sell	405 -134	-25%	-$5.71K	﹤0.01%	494
2022 Q4	$23.5K	Sell	539 -87	-14%	-$3.64K	0.01%	432
2022 Q3	$23K	Buy	626 +138	+28%	+$6.56K	0.01%	439
2022 Q2	$25K	Sell	488 -92	-16%	-$4.7K	0.01%	439
2022 Q1	$31K	Hold	580	–	–	0.01%	385
2021 Q4	$33K	Sell	580 -87	-13%	-$4.7K	0.01%	393
2021 Q3	$35K	Hold	667	–	–	0.01%	350
2021 Q2	$40K	Buy	667 +45	+7%	+$2.68K	0.01%	298
2021 Q1	$34K	Buy	622 +150	+32%	+$7.63K	0.01%	305
2020 Q4	$22K	Buy	472 +440	+1,375%	+$15.9K	0.01%	339
2020 Q3	$1K	Buy	+32	New	+$1.08K	﹤0.01%	621

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

PCM

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

Janiczek Wealth Management's WLY Position: Q2 2024 in Review

Janiczek Wealth Management held its John Wiley & Sons Class A (WLY) position steady in Q2 2024 at 1 share worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Janiczek Wealth Management first reported a position in WLY in Q3 2020 and has held it in 16 quarters since. The position peaked at $40K in Q2 2021. 241 funds tracked by Wall St. Rank hold WLY as of Q2 2024.

Janiczek Wealth Management held 1 share of John Wiley & Sons Class A worth $41 as of Q2 2024.
Janiczek Wealth Management left its John Wiley & Sons Class A share count unchanged in Q2 2024.
John Wiley & Sons Class A made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1078 holding.
Janiczek Wealth Management first reported a position in John Wiley & Sons Class A in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's John Wiley & Sons Class A position peaked at $40K in Q2 2021.
241 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.