ADIM
WDR

Alpha DNA Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Alpha DNA Investment 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
-193
Closed -$4K – 750
2021
Q1 		$4K Buy
+193
New +$4.85K ﹤0.01% 440

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Alpha DNA Investment Management's WDR Position: Q2 2021 in Review

Alpha DNA Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 193 shares — an estimated $4K sold.

Alpha DNA Investment Management first reported a position in WDR in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Alpha DNA Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Alpha DNA Investment Management sold 193 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $4K.
  • Alpha DNA Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2021 and held it in 1 quarter.
  • Alpha DNA Investment Management's Waddell & Reed Financial, Inc. position peaked at $4K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Alpha DNA Investment Management's 13F filing for Q2 2021, filed 10 Aug 2021.