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Trust Company of Vermont’s John Wiley & Sons Class A WLY Stock Holding History

Trust Company of Vermont’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
Q3 		– Sell
-100
Closed -$3.4K – 866
2023
Q2 		$3.4K Buy
+100
New +$3.64K ﹤0.01% 755

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CCP
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State Street
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CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trust Company of Vermont's WLY Position: Q3 2023 in Review

Trust Company of Vermont sold out of John Wiley & Sons Class A (WLY) in Q3 2023, closing a stake of 100 shares — an estimated $3.4K sold.

Trust Company of Vermont first reported a position in WLY in Q2 2023 and held it in 1 quarter. The position peaked at $3.4K in Q2 2023. 238 funds tracked by Wall St. Rank hold WLY as of Q3 2023.

  • Trust Company of Vermont reported no remaining John Wiley & Sons Class A position as of Q3 2023 after selling out during the quarter.
  • Trust Company of Vermont sold 100 John Wiley & Sons Class A shares in Q3 2023, an estimated $3.4K.
  • Trust Company of Vermont first reported a position in John Wiley & Sons Class A in Q2 2023 and held it in 1 quarter.
  • Trust Company of Vermont's John Wiley & Sons Class A position peaked at $3.4K in Q2 2023.
  • 238 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2023.

Based on Trust Company of Vermont's 13F filing for Q3 2023, filed 27 Nov 2023.