Semmax Financial Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Semmax Financial 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
2020 Q1	–	Sell	-261	Closed	-$13K	–	320
2019 Q4	$13K	Hold	261	–	–	0.01%	154
2019 Q3	$11K	Hold	261	–	–	0.01%	173
2019 Q2	$12K	Hold	261	–	–	0.01%	171
2019 Q1	$12K	Hold	261	–	–	0.01%	314
2018 Q4	$12K	Buy	+261	New	+$14K	0.01%	307

Other funds holding WLY

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Semmax Financial Advisors's WLY Position: Q1 2020 in Review

Semmax Financial Advisors sold out of John Wiley & Sons Class A (WLY) in Q1 2020, closing a stake of 261 shares — an estimated $13K sold.

Semmax Financial Advisors first reported a position in WLY in Q4 2018 and held it in 5 quarters. The position peaked at $13K in Q4 2019. 225 funds tracked by Wall St. Rank hold WLY as of Q1 2020.

Semmax Financial Advisors reported no remaining John Wiley & Sons Class A position as of Q1 2020 after selling out during the quarter.
Semmax Financial Advisors sold 261 John Wiley & Sons Class A shares in Q1 2020, an estimated $13K.
Semmax Financial Advisors first reported a position in John Wiley & Sons Class A in Q4 2018 and held it in 5 quarters.
Semmax Financial Advisors's John Wiley & Sons Class A position peaked at $13K in Q4 2019.
225 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2020.

Based on Semmax Financial Advisors's 13F filing for Q1 2020, filed 5 May 2020.