AlphaCrest Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

AlphaCrest Capital 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
2020 Q3	–	Sell	-25,321	Closed	-$393K	–	1232
2020 Q2	$393K	Buy	25,321 +13,170	+108%	+$181K	0.07%	496
2020 Q1	$138K	Sell	12,151 -26,008	-68%	-$388K	0.02%	971
2019 Q4	$638K	Sell	38,159 -6,341	-14%	-$103K	0.05%	619
2019 Q3	$765K	Buy	44,500 +31,000	+230%	+$519K	0.05%	705
2019 Q2	$225K	Sell	13,500 -2,600	-16%	-$45.3K	0.02%	945
2019 Q1	$278K	Buy	+16,100	New	+$284K	0.04%	679

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

AlphaCrest Capital Management's WDR Position: Q3 2020 in Review

AlphaCrest Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2020, closing a stake of 25,321 shares — an estimated $393K sold.

AlphaCrest Capital Management first reported a position in WDR in Q1 2019 and held it in 6 quarters. The position peaked at $765K in Q3 2019. 214 funds tracked by Wall St. Rank hold WDR as of Q3 2020.

AlphaCrest Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2020 after selling out during the quarter.
AlphaCrest Capital Management sold 25,321 Waddell & Reed Financial, Inc. shares in Q3 2020, an estimated $393K.
AlphaCrest Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2019 and held it in 6 quarters.
AlphaCrest Capital Management's Waddell & Reed Financial, Inc. position peaked at $765K in Q3 2019.
214 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2020.

Based on AlphaCrest Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.