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Wealthspire Advisors (Maryland)’s John Wiley & Sons Class A WLY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-724
Closed -$32K – 2046
2019
Q1 		$32K Sell
724
-65
-8% -$3.19K ﹤0.01% 1085
2018
Q4 		$37K Sell
789
-34
-4% -$1.83K ﹤0.01% 980
2018
Q3 		$50K Buy
823
+95
+13% +$5.91K ﹤0.01% 979
2018
Q2 		$45K Buy
728
+12
+2% +$797 ﹤0.01% 1016
2018
Q1 		$46K Sell
716
-94
-12% -$6.09K ﹤0.01% 1021
2017
Q4 		$53K Buy
810
+76
+10% +$4.4K 0.01% 980
2017
Q3 		$39K Buy
734
+120
+20% +$6.44K ﹤0.01% 1063
2017
Q2 		$32K Hold
614
– – ﹤0.01% 1107
2017
Q1 		$33K Sell
614
-15
-2% -$815 ﹤0.01% 930
2016
Q4 		$34K Sell
629
-86
-12% -$4.59K 0.01% 874
2016
Q3 		$37K Buy
715
+106
+17% +$5.8K 0.01% 869
2016
Q2 		$32K Buy
609
+133
+28% +$6.71K 0.01% 849
2016
Q1 		$24K Buy
476
+50
+12% +$2.18K ﹤0.01% 911
2015
Q4 		$20K Buy
+426
New +$21.1K ﹤0.01% 973

Other funds holding WLY

State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WLY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of John Wiley & Sons Class A (WLY) in Q2 2019, closing a stake of 724 shares — an estimated $32K sold.

Wealthspire Advisors (Maryland) first reported a position in WLY in Q4 2015 and held it in 14 quarters. The position peaked at $53K in Q4 2017. 246 funds tracked by Wall St. Rank hold WLY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining John Wiley & Sons Class A position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 724 John Wiley & Sons Class A shares in Q2 2019, an estimated $32K.
  • Wealthspire Advisors (Maryland) first reported a position in John Wiley & Sons Class A in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s John Wiley & Sons Class A position peaked at $53K in Q4 2017.
  • 246 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.