SWA
WLY icon

Sutton Wealth Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Sutton Wealth 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
2022
Q1 		– Sell
-8
Closed -$458 – 1730
2021
Q4 		$458 Buy
+8
New +$433 ﹤0.01% 1546
2020
Q1 		– Sell
-34
Closed -$1.65K – 1265
2019
Q4 		$1.65K Hold
34
– – ﹤0.01% 1078
2019
Q3 		$1.49K Buy
+34
New +$1.52K ﹤0.01% 1086

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Sutton Wealth Advisors's WLY Position: Q1 2022 in Review

Sutton Wealth Advisors sold out of John Wiley & Sons Class A (WLY) in Q1 2022, closing a stake of 8 shares — an estimated $458 sold.

Sutton Wealth Advisors first reported a position in WLY in Q3 2019 and held it in 3 quarters. The position peaked at $1.65K in Q4 2019. 230 funds tracked by Wall St. Rank hold WLY as of Q1 2022.

  • Sutton Wealth Advisors reported no remaining John Wiley & Sons Class A position as of Q1 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 8 John Wiley & Sons Class A shares in Q1 2022, an estimated $458.
  • Sutton Wealth Advisors first reported a position in John Wiley & Sons Class A in Q3 2019 and held it in 3 quarters.
  • Sutton Wealth Advisors's John Wiley & Sons Class A position peaked at $1.65K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2022.

Based on Sutton Wealth Advisors's 13F filing for Q1 2022, filed 7 Nov 2023.