Janney Montgomery Scott
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Janney Montgomery Scott’s John Wiley & Sons Class A WLY Stock Holding History

Janney Montgomery Scott’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
2023
Q2 		– Sell
-6,033
Closed -$234K – 2750
2023
Q1 		$234K Buy
+6,033
New +$257K ﹤0.01% 2203

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
Dimensional Fund Advisors
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
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janney Montgomery Scott's WLY Position: Q2 2023 in Review

Janney Montgomery Scott sold out of John Wiley & Sons Class A (WLY) in Q2 2023, closing a stake of 6,033 shares — an estimated $234K sold.

Janney Montgomery Scott first reported a position in WLY in Q1 2023 and held it in 1 quarter. The position peaked at $234K in Q1 2023. 221 funds tracked by Wall St. Rank hold WLY as of Q2 2023.

  • Janney Montgomery Scott reported no remaining John Wiley & Sons Class A position as of Q2 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 6,033 John Wiley & Sons Class A shares in Q2 2023, an estimated $234K.
  • Janney Montgomery Scott first reported a position in John Wiley & Sons Class A in Q1 2023 and held it in 1 quarter.
  • Janney Montgomery Scott's John Wiley & Sons Class A position peaked at $234K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2023.

Based on Janney Montgomery Scott's 13F filing for Q2 2023, filed 26 Jul 2023.