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Outlook Wealth Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Outlook Wealth 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
2019
Q2 		– Sell
-5,786
Closed -$256K – 158
2019
Q1 		$256K Buy
5,786
+5,060
+697% +$248K 0.21% 125
2018
Q4 		$341K Buy
+726
New +$39.1K 0.16% 138

Other funds holding WLY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Outlook Wealth Advisors's WLY Position: Q2 2019 in Review

Outlook Wealth Advisors sold out of John Wiley & Sons Class A (WLY) in Q2 2019, closing a stake of 5,786 shares — an estimated $256K sold.

Outlook Wealth Advisors first reported a position in WLY in Q4 2018 and held it in 2 quarters. The position peaked at $341K in Q4 2018. 246 funds tracked by Wall St. Rank hold WLY as of Q2 2019.

  • Outlook Wealth Advisors reported no remaining John Wiley & Sons Class A position as of Q2 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 5,786 John Wiley & Sons Class A shares in Q2 2019, an estimated $256K.
  • Outlook Wealth Advisors first reported a position in John Wiley & Sons Class A in Q4 2018 and held it in 2 quarters.
  • Outlook Wealth Advisors's John Wiley & Sons Class A position peaked at $341K in Q4 2018.
  • 246 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2019.

Based on Outlook Wealth Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.