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Patriot Financial Group Insurance Agency’s John Wiley & Sons Class A WLY Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2
Closed – – 1946
2022
Q2 		$0 Hold
2
– – ﹤0.01% 2194
2022
Q1 		$0 Hold
2
– – ﹤0.01% 2266
2021
Q4 		$0 Hold
2
– – ﹤0.01% 2272
2021
Q3 		$0 Sell
2
-6
-75% -$344 ﹤0.01% 2255
2021
Q2 		$0 Hold
8
– – ﹤0.01% 2167
2021
Q1 		$0 Hold
8
– – ﹤0.01% 2085
2020
Q4 		$0 Sell
8
-10
-56% -$362 ﹤0.01% 2014
2020
Q3 		$1K Hold
18
– – ﹤0.01% 1625
2020
Q2 		$1K Buy
18
+7
+64% +$267 ﹤0.01% 1603
2020
Q1 		$0 Sell
11
-5
-31% -$210 ﹤0.01% 1766
2019
Q4 		$1K Buy
16
+6
+60% +$279 ﹤0.01% 1274
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1483
2019
Q2 		$1K Hold
10
– – ﹤0.01% 1364
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1322
2018
Q4 		$0 Buy
+10
New +$538 ﹤0.01% 1126

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CIP
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CCMLC
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
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Janus Henderson Group
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Patriot Financial Group Insurance Agency's WLY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of John Wiley & Sons Class A (WLY) in Q3 2022, closing a stake of 2 shares.

Patriot Financial Group Insurance Agency first reported a position in WLY in Q4 2018 and held it in 15 quarters. The position peaked at $1K in Q3 2020. 228 funds tracked by Wall St. Rank hold WLY as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining John Wiley & Sons Class A position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 John Wiley & Sons Class A shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in John Wiley & Sons Class A in Q4 2018 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's John Wiley & Sons Class A position peaked at $1K in Q3 2020.
  • 228 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.