Laird Norton Wetherby Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Laird Norton Wetherby 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
2020 Q1	–	Sell	-6,125	Closed	-$297K	–	752
2019 Q4	$297K	Hold	6,125	–	–	0.03%	542
2019 Q3	$269K	Buy	6,125 +60	+1%	+$2.68K	0.03%	581
2019 Q2	$278K	Hold	6,065	–	–	0.03%	566
2019 Q1	$268K	Hold	6,065	–	–	0.03%	549
2018 Q4	$285K	Sell	6,065 -2,000	-25%	-$108K	0.04%	481
2018 Q3	$489K	Hold	8,065	–	–	0.06%	372
2018 Q2	$503K	Hold	8,065	–	–	0.07%	339
2018 Q1	$514K	Buy	+8,065	New	+$523K	0.07%	339

Other funds holding WLY

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's WLY Position: Q1 2020 in Review

Laird Norton Wetherby Wealth Management sold out of John Wiley & Sons Class A (WLY) in Q1 2020, closing a stake of 6,125 shares — an estimated $297K sold.

Laird Norton Wetherby Wealth Management first reported a position in WLY in Q1 2018 and held it in 8 quarters. The position peaked at $514K in Q1 2018. 225 funds tracked by Wall St. Rank hold WLY as of Q1 2020.

Laird Norton Wetherby Wealth Management reported no remaining John Wiley & Sons Class A position as of Q1 2020 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 6,125 John Wiley & Sons Class A shares in Q1 2020, an estimated $297K.
Laird Norton Wetherby Wealth Management first reported a position in John Wiley & Sons Class A in Q1 2018 and held it in 8 quarters.
Laird Norton Wetherby Wealth Management's John Wiley & Sons Class A position peaked at $514K in Q1 2018.
225 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.