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Steward Financial Group’s John Wiley & Sons Class A WLY Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+33
New +$1.17K ﹤0.01% 1290
2022
Q3 		– Sell
-8
Closed – – 1328
2022
Q2 		$0 Buy
+8
New +$409 ﹤0.01% 1411

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's WLY Position: Q3 2023 in Review

Steward Financial Group opened a new position in John Wiley & Sons Class A (WLY) in Q3 2023: 33 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1290 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WLY as recently as Q2 2022.

Steward Financial Group first reported a position in WLY in Q2 2022 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold WLY as of Q3 2023.

  • Steward Financial Group held 33 shares of John Wiley & Sons Class A worth $1K as of Q3 2023.
  • John Wiley & Sons Class A was a new Steward Financial Group position in Q3 2023.
  • John Wiley & Sons Class A made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1290 holding.
  • Steward Financial Group first reported a position in John Wiley & Sons Class A in Q2 2022 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.