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SYSTM Wealth Solutions’s John Wiley & Sons Class A WLY Stock Holding History

SYSTM Wealth Solutions’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
2024
Q1 		– Sell
-66
Closed -$2.1K – 1066
2023
Q4 		$2.1K Buy
+66
New +$2.06K ﹤0.01% 944

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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

SYSTM Wealth Solutions's WLY Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of John Wiley & Sons Class A (WLY) in Q1 2024, closing a stake of 66 shares — an estimated $2.1K sold.

SYSTM Wealth Solutions first reported a position in WLY in Q4 2023 and held it in 1 quarter. The position peaked at $2.1K in Q4 2023. 213 funds tracked by Wall St. Rank hold WLY as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining John Wiley & Sons Class A position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 66 John Wiley & Sons Class A shares in Q1 2024, an estimated $2.1K.
  • SYSTM Wealth Solutions first reported a position in John Wiley & Sons Class A in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's John Wiley & Sons Class A position peaked at $2.1K in Q4 2023.
  • 213 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.