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Quantamental Technologies’s John Wiley & Sons Class A WLY Stock Holding History

Quantamental Technologies’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
Q4 		– Sell
-2,036
Closed -$89K – 1349
2019
Q3 		$89K Sell
2,036
-2,511
-55% -$112K 0.03% 781
2019
Q2 		$209K Buy
+4,547
New +$207K 0.08% 424
2019
Q1 		– Sell
-2,700
Closed -$127K – 1809
2018
Q4 		$127K Buy
+2,700
New +$145K 0.08% 471

Other funds holding WLY

Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Quantamental Technologies's WLY Position: Q4 2019 in Review

Quantamental Technologies sold out of John Wiley & Sons Class A (WLY) in Q4 2019, closing a stake of 2,036 shares — an estimated $89K sold.

Quantamental Technologies first reported a position in WLY in Q4 2018 and held it in 3 quarters. The position peaked at $209K in Q2 2019. 239 funds tracked by Wall St. Rank hold WLY as of Q4 2019.

  • Quantamental Technologies reported no remaining John Wiley & Sons Class A position as of Q4 2019 after selling out during the quarter.
  • Quantamental Technologies sold 2,036 John Wiley & Sons Class A shares in Q4 2019, an estimated $89K.
  • Quantamental Technologies first reported a position in John Wiley & Sons Class A in Q4 2018 and held it in 3 quarters.
  • Quantamental Technologies's John Wiley & Sons Class A position peaked at $209K in Q2 2019.
  • 239 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2019.

Based on Quantamental Technologies's 13F filing for Q4 2019, filed 14 Feb 2020.