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

Studio 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
2023
Q4 		– Sell
-622
Closed -$23.1K – 251
2023
Q3 		$23.1K Sell
622
-1,003
-62% -$35.6K 0.01% 189
2023
Q2 		$55.3K Buy
1,625
+616
+61% +$22.4K 0.02% 162
2023
Q1 		$39.1K Buy
1,009
+737
+271% +$31.4K 0.01% 161
2022
Q4 		$10.9K Buy
+272
New +$11.4K ﹤0.01% 163

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Studio Investment Management's WLY Position: Q4 2023 in Review

Studio Investment Management sold out of John Wiley & Sons Class A (WLY) in Q4 2023, closing a stake of 622 shares — an estimated $23.1K sold.

Studio Investment Management first reported a position in WLY in Q4 2022 and held it in 4 quarters. The position peaked at $55.3K in Q2 2023. 236 funds tracked by Wall St. Rank hold WLY as of Q4 2023.

  • Studio Investment Management reported no remaining John Wiley & Sons Class A position as of Q4 2023 after selling out during the quarter.
  • Studio Investment Management sold 622 John Wiley & Sons Class A shares in Q4 2023, an estimated $23.1K.
  • Studio Investment Management first reported a position in John Wiley & Sons Class A in Q4 2022 and held it in 4 quarters.
  • Studio Investment Management's John Wiley & Sons Class A position peaked at $55.3K in Q2 2023.
  • 236 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2023.

Based on Studio Investment Management's 13F filing for Q4 2023, filed 16 Feb 2024.