Amundi Asset Management US’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Amundi Asset Management US’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 Q1	$463K	Sell	18,500 -15,000	-45%	-$377K	﹤0.01%	1333
2020 Q4	$853K	Sell	33,500 -6,000	-15%	-$116K	﹤0.01%	1238
2020 Q3	$587K	Buy	39,500 +27,900	+241%	+$426K	﹤0.01%	1242
2020 Q2	$180K	Hold	11,600	–	–	﹤0.01%	1397
2020 Q1	$132K	Hold	11,600	–	–	﹤0.01%	1401
2019 Q4	$194K	Hold	11,600	–	–	﹤0.01%	1483
2019 Q3	$199K	Buy	+11,600	New	+$194K	﹤0.01%	1460
2019 Q1	–	Sell	-3,900	Closed	-$71	–	1708
2018 Q4	$71	Sell	3,900 -133,000	-97%	-$2.59M	﹤0.01%	1539
2018 Q3	$2.9M	Sell	136,900 -359,600	-72%	-$7.23M	﹤0.01%	1050
2018 Q2	$8.92M	Buy	+496,500	New	+$9.66M	0.01%	765

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Asset Management US's WDR Position: Q1 2021 in Review

Amundi Asset Management US reduced its Waddell & Reed Financial, Inc. (WDR) stake by 45% in Q1 2021, selling an estimated $377K and leaving 18,500 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Amundi Asset Management US first reported a position in WDR in Q2 2018 and has held it in 10 quarters since. The position peaked at $8.92M in Q2 2018. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

Amundi Asset Management US held 18,500 shares of Waddell & Reed Financial, Inc. worth $463K as of Q1 2021.
Amundi Asset Management US sold 15,000 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $377K.
Waddell & Reed Financial, Inc. made up ﹤0.01% of Amundi Asset Management US's portfolio in Q1 2021, its #1333 holding.
Amundi Asset Management US first reported a position in Waddell & Reed Financial, Inc. in Q2 2018 and has held it in 10 quarters since.
Amundi Asset Management US's Waddell & Reed Financial, Inc. position peaked at $8.92M in Q2 2018.
199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on Amundi Asset Management US's 13F filing for Q1 2021, filed 17 May 2021.