American Century Companies’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-122,964
Closed -$3.08M 2381
2021
Q1
$3.08M Buy
122,964
+25,479
+26% +$638K ﹤0.01% 1049
2020
Q4
$2.48M Sell
97,485
-60,713
-38% -$1.55M ﹤0.01% 1023
2020
Q3
$2.35M Buy
158,198
+15,066
+11% +$224K ﹤0.01% 935
2020
Q2
$2.22M Sell
143,132
-17,653
-11% -$274K ﹤0.01% 882
2020
Q1
$1.83M Buy
160,785
+85,949
+115% +$978K ﹤0.01% 858
2019
Q4
$1.25M Sell
74,836
-75,492
-50% -$1.26M ﹤0.01% 1060
2019
Q3
$2.58M Sell
150,328
-122,617
-45% -$2.11M ﹤0.01% 932
2019
Q2
$4.55M Buy
272,945
+19,577
+8% +$326K ﹤0.01% 855
2019
Q1
$4.38M Buy
253,368
+2,243
+0.9% +$38.8K ﹤0.01% 847
2018
Q4
$4.54M Buy
251,125
+220,127
+710% +$3.98M 0.01% 827
2018
Q3
$657K Hold
30,998
﹤0.01% 1147
2018
Q2
$557K Sell
30,998
-1,450
-4% -$26.1K ﹤0.01% 1175
2018
Q1
$656K Hold
32,448
﹤0.01% 1137
2017
Q4
$725K Buy
32,448
+240
+0.7% +$5.36K ﹤0.01% 1140
2017
Q3
$646K Buy
32,208
+2,153
+7% +$43.2K ﹤0.01% 1203
2017
Q2
$567K Buy
+30,055
New +$567K ﹤0.01% 1216
2016
Q2
Sell
-273,610
Closed -$6.44M 1427
2016
Q1
$6.44M Buy
+273,610
New +$6.44M 0.01% 755
2015
Q4
Sell
-454,362
Closed -$15.8M 1419
2015
Q3
$15.8M Sell
454,362
-329,674
-42% -$11.5M 0.02% 552
2015
Q2
$37.1M Sell
784,036
-213,111
-21% -$10.1M 0.04% 444
2015
Q1
$49.4M Buy
997,147
+72,574
+8% +$3.6M 0.06% 397
2014
Q4
$46.1M Buy
924,573
+111,155
+14% +$5.54M 0.05% 403
2014
Q3
$42M Buy
813,418
+472,911
+139% +$24.4M 0.05% 396
2014
Q2
$21.3M Buy
+340,507
New +$21.3M 0.02% 529
2013
Q4
Sell
-5,554
Closed -$286K 1531
2013
Q3
$286K Sell
5,554
-1,036,407
-99% -$53.4M ﹤0.01% 1406
2013
Q2
$45.3M Buy
+1,041,961
New +$45.3M 0.06% 352