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

Valeo Financial 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
2020
Q3 		– Sell
-55
Closed -$2K – 2170
2020
Q2 		$2K Hold
55
– – ﹤0.01% 1810
2020
Q1 		$2K Buy
+55
New +$2.31K ﹤0.01% 1587

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valeo Financial Advisors's WLY Position: Q3 2020 in Review

Valeo Financial Advisors sold out of John Wiley & Sons Class A (WLY) in Q3 2020, closing a stake of 55 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in WLY in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 203 funds tracked by Wall St. Rank hold WLY as of Q3 2020.

  • Valeo Financial Advisors reported no remaining John Wiley & Sons Class A position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 55 John Wiley & Sons Class A shares in Q3 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in John Wiley & Sons Class A in Q1 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's John Wiley & Sons Class A position peaked at $2K in Q2 2020.
  • 203 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.