6 Meridian’s Waddell & Reed Financial, Inc. WDR Stock Holding History

6 Meridian’s Portfolio WDR Stock Details WDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-21,218	Closed	-$241K	–	491
2020 Q1	$241K	Buy	21,218 +4,494	+27%	+$67K	0.03%	408
2019 Q4	$280K	Buy	16,724 +2,375	+17%	+$38.7K	0.02%	423
2019 Q3	$247K	Buy	14,349 +2,283	+19%	+$38.3K	0.02%	416
2019 Q2	$201K	Buy	12,066 +264	+2%	+$4.6K	0.02%	412
2019 Q1	$204K	Buy	+11,802	New	+$208K	0.02%	411
2018 Q4	–	Sell	-10,005	Closed	-$212K	–	438
2018 Q3	$212K	Buy	+10,005	New	+$201K	0.02%	399

Other funds holding WDR

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

6 Meridian's WDR Position: Q2 2020 in Review

6 Meridian sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2020, closing a stake of 21,218 shares — an estimated $241K sold.

6 Meridian first reported a position in WDR in Q3 2018 and held it in 6 quarters. The position peaked at $280K in Q4 2019. 219 funds tracked by Wall St. Rank hold WDR as of Q2 2020.

6 Meridian reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2020 after selling out during the quarter.
6 Meridian sold 21,218 Waddell & Reed Financial, Inc. shares in Q2 2020, an estimated $241K.
6 Meridian first reported a position in Waddell & Reed Financial, Inc. in Q3 2018 and held it in 6 quarters.
6 Meridian's Waddell & Reed Financial, Inc. position peaked at $280K in Q4 2019.
219 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2020.

Based on 6 Meridian's 13F filing for Q2 2020, filed 9 Jul 2020.