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JOYN Advisors’s John Wiley & Sons Class A WLY Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-408
Closed -$19K – 1416
2018
Q4 		$19K Sell
408
-195
-32% -$10.5K ﹤0.01% 698
2018
Q3 		$37K Sell
603
-112
-16% -$6.97K 0.01% 485
2018
Q2 		$45K Sell
715
-467
-40% -$31K 0.01% 432
2018
Q1 		$75K Buy
+1,182
New +$76.6K 0.02% 355

Other funds holding WLY

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JOYN Advisors's WLY Position: Q1 2019 in Review

JOYN Advisors sold out of John Wiley & Sons Class A (WLY) in Q1 2019, closing a stake of 408 shares — an estimated $19K sold.

JOYN Advisors first reported a position in WLY in Q1 2018 and held it in 4 quarters. The position peaked at $75K in Q1 2018. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2019.

  • JOYN Advisors reported no remaining John Wiley & Sons Class A position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 408 John Wiley & Sons Class A shares in Q1 2019, an estimated $19K.
  • JOYN Advisors first reported a position in John Wiley & Sons Class A in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's John Wiley & Sons Class A position peaked at $75K in Q1 2018.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.