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

Allworth Financial’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	-200	Closed	-$3K	–	1472
2020 Q3	$3K	Hold	200	–	–	﹤0.01%	961
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	981
2020 Q1	$2K	Hold	200	–	–	﹤0.01%	1107
2019 Q4	$3K	Hold	200	–	–	﹤0.01%	881
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	792
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	788
2019 Q1	$3K	Hold	200	–	–	﹤0.01%	799
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	668
2018 Q3	$4K	Hold	200	–	–	﹤0.01%	710
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	701
2018 Q1	$4K	Hold	200	–	–	﹤0.01%	636
2017 Q4	$4K	Hold	200	–	–	﹤0.01%	611
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	614
2017 Q2	$4K	Hold	200	–	–	﹤0.01%	615
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	623
2016 Q4	$4K	Hold	200	–	–	﹤0.01%	522
2016 Q3	$4K	Buy	+200	New	+$3.64K	﹤0.01%	543

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

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 $3.38T AUM 44.17% 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

Allworth Financial's WDR Position: Q4 2020 in Review

Allworth Financial sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 200 shares — an estimated $3K sold.

Allworth Financial first reported a position in WDR in Q3 2016 and held it in 17 quarters. The position peaked at $4K in Q4 2018. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

Allworth Financial reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
Allworth Financial sold 200 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $3K.
Allworth Financial first reported a position in Waddell & Reed Financial, Inc. in Q3 2016 and held it in 17 quarters.
Allworth Financial's Waddell & Reed Financial, Inc. position peaked at $4K in Q4 2018.
222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on Allworth Financial's 13F filing for Q4 2020, filed 26 Jan 2021.