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Sonora Investment Management’s John Wiley & Sons Class A WLY Stock Holding History

Sonora Investment Management’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
Q3 		– Sell
-28
Closed -$1K – 1894
2020
Q2 		$1K Buy
+28
New +$1.07K ﹤0.01% 1701

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sonora Investment Management's WLY Position: Q3 2020 in Review

Sonora Investment Management sold out of John Wiley & Sons Class A (WLY) in Q3 2020, closing a stake of 28 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in WLY in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 203 funds tracked by Wall St. Rank hold WLY as of Q3 2020.

  • Sonora Investment Management reported no remaining John Wiley & Sons Class A position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 28 John Wiley & Sons Class A shares in Q3 2020, an estimated $1K.
  • Sonora Investment Management first reported a position in John Wiley & Sons Class A in Q2 2020 and held it in 1 quarter.
  • Sonora Investment Management's John Wiley & Sons Class A position peaked at $1K in Q2 2020.
  • 203 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.