Allianz Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Allianz Asset Management’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
2021 Q2	–	Sell	-16,241	Closed	-$407K	–	2530
2021 Q1	$407K	Buy	+16,241	New	+$408K	﹤0.01%	1966
2019 Q3	–	Sell	-33,078	Closed	-$552K	–	2844
2019 Q2	$552K	Buy	+33,078	New	+$577K	﹤0.01%	2312
2018 Q4	–	Sell	-58,739	Closed	-$1.24M	–	2744
2018 Q3	$1.24M	Sell	58,739 -52,717	-47%	-$1.06M	﹤0.01%	2134
2018 Q2	$2M	Sell	111,456 -31,906	-22%	-$621K	﹤0.01%	1940
2018 Q1	$2.9M	Buy	143,362 +107,978	+305%	+$2.28M	﹤0.01%	1766
2017 Q4	$790K	Buy	+35,384	New	+$720K	﹤0.01%	2303
2015 Q3	–	Sell	-4,600	Closed	-$218K	–	2468
2015 Q2	$218K	Buy	+4,600	New	+$224K	﹤0.01%	2302

Other funds holding WDR

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Allianz Asset Management's WDR Position: Q2 2021 in Review

Allianz Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 16,241 shares — an estimated $407K sold.

Allianz Asset Management first reported a position in WDR in Q2 2015 and held it in 7 quarters. The position peaked at $2.9M in Q1 2018. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Allianz Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Allianz Asset Management sold 16,241 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $407K.
Allianz Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2015 and held it in 7 quarters.
Allianz Asset Management's Waddell & Reed Financial, Inc. position peaked at $2.9M in Q1 2018.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Allianz Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.