WDR
Allianz Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-16,241
| Closed | -$407K | – | 2054 |
|
|
2021
Q1 | $407K | Buy |
+16,241
| New | +$407K | ﹤0.01% | 1724 |
|
|
2019
Q3 | – | Sell |
-33,078
| Closed | -$552K | – | 2325 |
|
|
2019
Q2 | $552K | Buy |
+33,078
| New | +$552K | ﹤0.01% | 1892 |
|
|
2018
Q4 | – | Sell |
-58,739
| Closed | -$1.24M | – | 2247 |
|
|
2018
Q3 | $1.24M | Sell |
58,739
-52,717
| -47% | -$1.12M | ﹤0.01% | 1707 |
|
|
2018
Q2 | $2M | Sell |
111,456
-31,906
| -22% | -$573K | ﹤0.01% | 1522 |
|
|
2018
Q1 | $2.9M | Buy |
143,362
+107,978
| +305% | +$2.18M | ﹤0.01% | 1389 |
|
|
2017
Q4 | $790K | Buy |
+35,384
| New | +$790K | ﹤0.01% | 1792 |
|
|
2015
Q3 | – | Sell |
-4,600
| Closed | -$218K | – | 1971 |
|
|
2015
Q2 | $218K | Buy |
+4,600
| New | +$218K | ﹤0.01% | 1815 |
|