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KB Financial Partners’s John Wiley & Sons Class A WLY Stock Holding History

KB Financial Partners’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
-7,480
Closed -$290K – 640
2023
Q1 		$290K Buy
7,480
+1,135
+18% +$48.4K 0.09% 146
2022
Q4 		$254K Sell
6,345
-361
-5% -$15.1K 0.09% 147
2022
Q3 		$252K Buy
6,706
+955
+17% +$45.4K 0.09% 145
2022
Q2 		$275K Sell
5,751
-714
-11% -$36.5K 0.1% 137
2022
Q1 		$343K Buy
6,465
+698
+12% +$36.7K 0.09% 118
2021
Q4 		$330K Buy
5,767
+265
+5% +$14.3K 0.09% 121
2021
Q3 		$287K Buy
5,502
+1,223
+29% +$70.1K 0.11% 126
2021
Q2 		$258K Buy
+4,279
New +$255K 0.1% 129

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

KB Financial Partners's WLY Position: Q2 2023 in Review

KB Financial Partners sold out of John Wiley & Sons Class A (WLY) in Q2 2023, closing a stake of 7,480 shares — an estimated $290K sold.

KB Financial Partners first reported a position in WLY in Q2 2021 and held it in 8 quarters. The position peaked at $343K in Q1 2022. 221 funds tracked by Wall St. Rank hold WLY as of Q2 2023.

  • KB Financial Partners reported no remaining John Wiley & Sons Class A position as of Q2 2023 after selling out during the quarter.
  • KB Financial Partners sold 7,480 John Wiley & Sons Class A shares in Q2 2023, an estimated $290K.
  • KB Financial Partners first reported a position in John Wiley & Sons Class A in Q2 2021 and held it in 8 quarters.
  • KB Financial Partners's John Wiley & Sons Class A position peaked at $343K in Q1 2022.
  • 221 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2023.

Based on KB Financial Partners's 13F filing for Q2 2023, filed 15 Aug 2023.