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Realta Investment Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Realta Investment 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
Q3 		– Sell
-129
Closed -$6K – 1813
2019
Q2 		$6K Buy
129
+79
+158% +$3.59K ﹤0.01% 1337
2019
Q1 		$2K Buy
+50
New +$2.45K ﹤0.01% 1240

Other funds holding WLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Realta Investment Advisors's WLY Position: Q3 2019 in Review

Realta Investment Advisors sold out of John Wiley & Sons Class A (WLY) in Q3 2019, closing a stake of 129 shares — an estimated $6K sold.

Realta Investment Advisors first reported a position in WLY in Q1 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2019.

  • Realta Investment Advisors reported no remaining John Wiley & Sons Class A position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 129 John Wiley & Sons Class A shares in Q3 2019, an estimated $6K.
  • Realta Investment Advisors first reported a position in John Wiley & Sons Class A in Q1 2019 and held it in 2 quarters.
  • Realta Investment Advisors's John Wiley & Sons Class A position peaked at $6K in Q2 2019.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.