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

TCI 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
2023 Q2	–	Sell	-2	Closed	-$78	–	2239
2023 Q1	$78	Sell	2 -100	-98%	-$4.26K	﹤0.01%	2412
2022 Q4	$4.09K	Buy	102 +9	+10%	+$377	﹤0.01%	1660
2022 Q3	$3K	Buy	+93	New	+$4.42K	﹤0.01%	1857
2022 Q1	–	Sell	-110	Closed	-$6K	–	2479
2021 Q4	$6K	Hold	110	–	–	﹤0.01%	1587
2021 Q3	$6K	Buy	+110	New	+$6.31K	﹤0.01%	1526

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCI Wealth Advisors's WLY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of John Wiley & Sons Class A (WLY) in Q2 2023, closing a stake of 2 shares — an estimated $78 sold.

TCI Wealth Advisors first reported a position in WLY in Q3 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 221 funds tracked by Wall St. Rank hold WLY as of Q2 2023.

TCI Wealth Advisors reported no remaining John Wiley & Sons Class A position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2 John Wiley & Sons Class A shares in Q2 2023, an estimated $78.
TCI Wealth Advisors first reported a position in John Wiley & Sons Class A in Q3 2021 and held it in 5 quarters.
TCI Wealth Advisors's John Wiley & Sons Class A position peaked at $6K in Q4 2021.
221 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.