ACM
WDR
AlphaCrest Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-25,321
| Closed | -$393K | – | 1232 |
|
2020
Q2 | $393K | Buy |
25,321
+13,170
| +108% | +$204K | 0.07% | 496 |
|
2020
Q1 | $138K | Sell |
12,151
-26,008
| -68% | -$295K | 0.02% | 971 |
|
2019
Q4 | $638K | Sell |
38,159
-6,341
| -14% | -$106K | 0.05% | 619 |
|
2019
Q3 | $765K | Buy |
44,500
+31,000
| +230% | +$533K | 0.05% | 705 |
|
2019
Q2 | $225K | Sell |
13,500
-2,600
| -16% | -$43.3K | 0.02% | 945 |
|
2019
Q1 | $278K | Buy |
+16,100
| New | +$278K | 0.04% | 679 |
|