KWM
WLY icon

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

Kingsview 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 		– Sell
-12,635
Closed -$482K – 1121
2024
Q1 		$482K Buy
+12,635
New +$432K 0.01% 672

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
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

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

Kingsview Wealth Management sold out of John Wiley & Sons Class A (WLY) in Q2 2024, closing a stake of 12,635 shares — an estimated $482K sold.

Kingsview Wealth Management first reported a position in WLY in Q1 2024 and held it in 1 quarter. The position peaked at $482K in Q1 2024. 241 funds tracked by Wall St. Rank hold WLY as of Q2 2024.

  • Kingsview Wealth Management reported no remaining John Wiley & Sons Class A position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 12,635 John Wiley & Sons Class A shares in Q2 2024, an estimated $482K.
  • Kingsview Wealth Management first reported a position in John Wiley & Sons Class A in Q1 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's John Wiley & Sons Class A position peaked at $482K in Q1 2024.
  • 241 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.