TD Private Client Wealth’s John Wiley & Sons Class A WLY Stock Holding History

TD Private Client Wealth’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 Q4	–	Sell	-8	Closed	-$300	–	1267
2022 Q3	$300	Hold	8	–	–	﹤0.01%	1201
2022 Q2	$382	Hold	8	–	–	﹤0.01%	1207
2022 Q1	$424	Hold	8	–	–	﹤0.01%	1243
2021 Q4	$458	Sell	8 -22	-73%	-$1.19K	﹤0.01%	1140
2021 Q3	$1.57K	Hold	30	–	–	﹤0.01%	1051
2021 Q2	$1.8K	Buy	30 +2	+7%	+$119	﹤0.01%	1049
2021 Q1	$1.52K	Buy	28 +6	+27%	+$305	﹤0.01%	1022
2020 Q4	$1K	Sell	22 -29	-57%	-$1.05K	﹤0.01%	1017
2020 Q3	$1.62K	Buy	51 +22	+76%	+$746	﹤0.01%	933
2020 Q2	$1.13K	Hold	29	–	–	﹤0.01%	946
2020 Q1	$1.09K	Buy	+29	New	+$1.22K	﹤0.01%	927

Other funds holding WLY

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Private Client Wealth's WLY Position: Q4 2022 in Review

TD Private Client Wealth sold out of John Wiley & Sons Class A (WLY) in Q4 2022, closing a stake of 8 shares — an estimated $300 sold.

TD Private Client Wealth first reported a position in WLY in Q1 2020 and held it in 11 quarters. The position peaked at $1.8K in Q2 2021. 222 funds tracked by Wall St. Rank hold WLY as of Q4 2022.

TD Private Client Wealth reported no remaining John Wiley & Sons Class A position as of Q4 2022 after selling out during the quarter.
TD Private Client Wealth sold 8 John Wiley & Sons Class A shares in Q4 2022, an estimated $300.
TD Private Client Wealth first reported a position in John Wiley & Sons Class A in Q1 2020 and held it in 11 quarters.
TD Private Client Wealth's John Wiley & Sons Class A position peaked at $1.8K in Q2 2021.
222 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2022.

Based on TD Private Client Wealth's 13F filing for Q4 2022, filed 16 Aug 2024.