Alberta Investment Management Corp (AIMCo)’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Alberta Investment Management Corp (AIMCo)’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	-55,200	Closed	-$820K	–	1130
2020 Q3	$820K	Sell	55,200 -9,600	-15%	-$146K	0.01%	712
2020 Q2	$1M	Hold	64,800	–	–	0.01%	657
2020 Q1	$737K	Buy	64,800 +36,800	+131%	+$549K	0.01%	644
2019 Q4	$468K	Sell	28,000 -165,700	-86%	-$2.7M	﹤0.01%	799
2019 Q3	$3.33M	Hold	193,700	–	–	0.03%	409
2019 Q2	$3.23M	Buy	+193,700	New	+$3.38M	0.03%	416
2019 Q1	–	Sell	-74,500	Closed	-$1.35M	–	981
2018 Q4	$1.35M	Sell	74,500 -64,800	-47%	-$1.26M	0.01%	484
2018 Q3	$2.95M	Buy	+139,300	New	+$2.8M	0.03%	427
2014 Q3	–	Sell	-72,450	Closed	-$4.54M	–	532
2014 Q2	$4.54M	Hold	72,450	–	–	0.05%	360
2014 Q1	$5.33M	Hold	72,450	–	–	0.06%	345
2013 Q4	$4.72M	Sell	72,450 -21,625	-23%	-$1.32M	0.06%	345
2013 Q3	$4.84M	Buy	+94,075	New	+$4.68M	0.06%	323

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

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

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s WDR Position: Q4 2020 in Review

Alberta Investment Management Corp (AIMCo) sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 55,200 shares — an estimated $820K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in WDR in Q3 2013 and held it in 12 quarters. The position peaked at $5.33M in Q1 2014. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

Alberta Investment Management Corp (AIMCo) reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 55,200 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $820K.
Alberta Investment Management Corp (AIMCo) first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 12 quarters.
Alberta Investment Management Corp (AIMCo)'s Waddell & Reed Financial, Inc. position peaked at $5.33M in Q1 2014.
222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q4 2020, filed 16 Feb 2021.