Truist Financial’s John Wiley & Sons Class A WLY Stock Holding History

Truist Financial’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
2021 Q4	–	Sell	-31,072	Closed	-$1.62M	–	2862
2021 Q3	$1.62M	Sell	31,072 -4,966	-14%	-$285K	﹤0.01%	1369
2021 Q2	$2.17M	Buy	+36,038	New	+$2.14M	﹤0.01%	1242
2020 Q2	–	Sell	-6,906	Closed	-$259K	–	2596
2020 Q1	$259K	Buy	+6,906	New	+$290K	﹤0.01%	1951
2019 Q2	–	Sell	-4,564	Closed	-$202K	–	797
2019 Q1	$202K	Buy	+4,564	New	+$224K	﹤0.01%	734
2013 Q3	–	Sell	-7,787	Closed	-$313K	–	769
2013 Q2	$313K	Buy	+7,787	New	+$302K	0.01%	590

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

CCMLC

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Truist Financial's WLY Position: Q4 2021 in Review

Truist Financial sold out of John Wiley & Sons Class A (WLY) in Q4 2021, closing a stake of 31,072 shares — an estimated $1.62M sold.

Truist Financial first reported a position in WLY in Q2 2013 and held it in 5 quarters. The position peaked at $2.17M in Q2 2021. 246 funds tracked by Wall St. Rank hold WLY as of Q4 2021.

Truist Financial reported no remaining John Wiley & Sons Class A position as of Q4 2021 after selling out during the quarter.
Truist Financial sold 31,072 John Wiley & Sons Class A shares in Q4 2021, an estimated $1.62M.
Truist Financial first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 5 quarters.
Truist Financial's John Wiley & Sons Class A position peaked at $2.17M in Q2 2021.
246 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2021.

Based on Truist Financial's 13F filing for Q4 2021, filed 14 Feb 2022.