Advisory Services Network’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Advisory Services Network’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 Q4	–	Sell	-49	Closed	-$1K	–	3915
2020 Q3	$1K	Buy	+49	New	+$747	﹤0.01%	3510
2019 Q4	–	Sell	-271	Closed	-$5K	–	3333
2019 Q3	$5K	Hold	271	–	–	﹤0.01%	2440
2019 Q2	$5K	Hold	271	–	–	﹤0.01%	2438
2019 Q1	$5K	Hold	271	–	–	﹤0.01%	2138
2018 Q4	$5K	Hold	271	–	–	﹤0.01%	2068
2018 Q3	$6K	Hold	271	–	–	﹤0.01%	2031
2018 Q2	$5K	Hold	271	–	–	﹤0.01%	2060
2018 Q1	$5K	Hold	271	–	–	﹤0.01%	2160
2017 Q4	$6K	Hold	271	–	–	﹤0.01%	2076
2017 Q3	$5K	Hold	271	–	–	﹤0.01%	1926
2017 Q2	$5K	Hold	271	–	–	﹤0.01%	1853
2017 Q1	$5K	Buy	+271	New	+$4.96K	﹤0.01%	1749
2016 Q3	$5K	Hold	271	–	–	﹤0.01%	1558
2016 Q2	$5K	Sell	271 -90	-25%	-$1.84K	﹤0.01%	1433
2016 Q1	$8K	Sell	361 -68	-16%	-$1.65K	﹤0.01%	1143
2015 Q4	$12K	Hold	429	–	–	﹤0.01%	908
2015 Q3	$15K	Buy	429 +68	+19%	+$2.81K	﹤0.01%	824
2015 Q2	$17K	Hold	361	–	–	0.01%	774
2015 Q1	$18K	Sell	361 -79	-18%	-$3.78K	0.01%	722
2014 Q4	$18K	Buy	+440	New	+$21K	0.01%	617
2014 Q1	–	Sell	-351	Closed	-$23K	–	890
2013 Q4	$23K	Buy	+351	New	+$21.5K	0.01%	452

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Advisory Services Network's WDR Position: Q4 2020 in Review

Advisory Services Network sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 49 shares — an estimated $1K sold.

Advisory Services Network first reported a position in WDR in Q4 2013 and held it in 21 quarters. The position peaked at $23K in Q4 2013. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

Advisory Services Network reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
Advisory Services Network sold 49 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $1K.
Advisory Services Network first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 21 quarters.
Advisory Services Network's Waddell & Reed Financial, Inc. position peaked at $23K in Q4 2013.
222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.