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Sowell Financial Services’s John Wiley & Sons Class A WLY Stock Holding History

Sowell Financial Services’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
-26
Closed -$1K – 2723
2019
Q4 		$1K Buy
+26
New +$1.21K ﹤0.01% 2447

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Sowell Financial Services's WLY Position: Q1 2020 in Review

Sowell Financial Services sold out of John Wiley & Sons Class A (WLY) in Q1 2020, closing a stake of 26 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in WLY in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 225 funds tracked by Wall St. Rank hold WLY as of Q1 2020.

  • Sowell Financial Services reported no remaining John Wiley & Sons Class A position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 26 John Wiley & Sons Class A shares in Q1 2020, an estimated $1K.
  • Sowell Financial Services first reported a position in John Wiley & Sons Class A in Q4 2019 and held it in 1 quarter.
  • Sowell Financial Services's John Wiley & Sons Class A position peaked at $1K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.