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

Regent Peak 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
2021
Q1 		– Sell
-13
Closed -$1K – 1004
2020
Q4 		$1K Buy
+13
New +$471 ﹤0.01% 1014

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CIP
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VanEck Associates
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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

Regent Peak Wealth Advisors's WLY Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of John Wiley & Sons Class A (WLY) in Q1 2021, closing a stake of 13 shares — an estimated $1K sold.

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

  • Regent Peak Wealth Advisors reported no remaining John Wiley & Sons Class A position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 13 John Wiley & Sons Class A shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in John Wiley & Sons Class A in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's John Wiley & Sons Class A position peaked at $1K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.