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

Lake Point 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
2019
Q1 		– Sell
-242
Closed -$11K – 874
2018
Q4 		$11K Buy
+242
New +$13K ﹤0.01% 447

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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

Lake Point Wealth Management's WLY Position: Q1 2019 in Review

Lake Point Wealth Management sold out of John Wiley & Sons Class A (WLY) in Q1 2019, closing a stake of 242 shares — an estimated $11K sold.

Lake Point Wealth Management first reported a position in WLY in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2019.

  • Lake Point Wealth Management reported no remaining John Wiley & Sons Class A position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 242 John Wiley & Sons Class A shares in Q1 2019, an estimated $11K.
  • Lake Point Wealth Management first reported a position in John Wiley & Sons Class A in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's John Wiley & Sons Class A position peaked at $11K in Q4 2018.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.