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Lebenthal Global Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Lebenthal Global 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
2021
Q1 		– Sell
-94
Closed -$4K – 539
2020
Q4 		$4K Buy
+94
New +$3.4K ﹤0.01% 509

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CIP
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Dimensional Fund Advisors
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CCMLC
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Lebenthal Global Advisors's WLY Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of John Wiley & Sons Class A (WLY) in Q1 2021, closing a stake of 94 shares — an estimated $4K sold.

Lebenthal Global Advisors first reported a position in WLY in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 237 funds tracked by Wall St. Rank hold WLY as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining John Wiley & Sons Class A position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 94 John Wiley & Sons Class A shares in Q1 2021, an estimated $4K.
  • Lebenthal Global Advisors first reported a position in John Wiley & Sons Class A in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's John Wiley & Sons Class A position peaked at $4K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.