JP Morgan Private Wealth Advisors’s John Wiley & Sons Class A WLY Stock Holding History

JP Morgan Private Wealth 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
2023 Q2	–	Sell	-18,368	Closed	-$712K	–	1921
2023 Q1	$712K	Sell	18,368 -731	-4%	-$31.1K	﹤0.01%	1330
2022 Q4	$765K	Sell	19,099 -1,090	-5%	-$45.6K	﹤0.01%	1279
2022 Q3	$758K	Buy	20,189 +233	+1%	+$11.1K	﹤0.01%	1270
2022 Q2	$953K	Buy	+19,956	New	+$1.02M	﹤0.01%	1162
2022 Q1	–	Sell	-18,001	Closed	-$1.03M	–	2083
2021 Q4	$1.03M	Sell	18,001 -2,838	-14%	-$153K	﹤0.01%	1226
2021 Q3	$1.09M	Buy	20,839 +389	+2%	+$22.3K	﹤0.01%	1172
2021 Q2	$1.23M	Buy	20,450 +2,108	+11%	+$125K	﹤0.01%	1098
2021 Q1	$994K	Buy	18,342 +3,533	+24%	+$180K	﹤0.01%	1038
2020 Q4	$676K	Buy	14,809 +985	+7%	+$35.7K	﹤0.01%	1164
2020 Q3	$438K	Sell	13,824 -853	-6%	-$28.9K	﹤0.01%	1209
2020 Q2	$572K	Buy	+14,677	New	+$561K	﹤0.01%	1029

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WLY Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of John Wiley & Sons Class A (WLY) in Q2 2023, closing a stake of 18,368 shares — an estimated $712K sold.

JP Morgan Private Wealth Advisors first reported a position in WLY in Q2 2020 and held it in 11 quarters. The position peaked at $1.23M in Q2 2021. 221 funds tracked by Wall St. Rank hold WLY as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining John Wiley & Sons Class A position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 18,368 John Wiley & Sons Class A shares in Q2 2023, an estimated $712K.
JP Morgan Private Wealth Advisors first reported a position in John Wiley & Sons Class A in Q2 2020 and held it in 11 quarters.
JP Morgan Private Wealth Advisors's John Wiley & Sons Class A position peaked at $1.23M in Q2 2021.
221 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.