Amundi Asset Management US’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $463K | Sell |
18,500
-15,000
| -45% | -$375K | ﹤0.01% | 1325 |
|
|
2020
Q4 | $853K | Sell |
33,500
-6,000
| -15% | -$153K | ﹤0.01% | 1235 |
|
|
2020
Q3 | $587K | Buy |
39,500
+27,900
| +241% | +$415K | ﹤0.01% | 1230 |
|
|
2020
Q2 | $180K | Hold |
11,600
| – | – | ﹤0.01% | 1379 |
|
|
2020
Q1 | $132K | Hold |
11,600
| – | – | ﹤0.01% | 1389 |
|
|
2019
Q4 | $194K | Hold |
11,600
| – | – | ﹤0.01% | 1465 |
|
|
2019
Q3 | $199K | Buy |
+11,600
| New | +$199K | ﹤0.01% | 1442 |
|
|
2019
Q1 | – | Sell |
-3,900
| Closed | -$71 | – | 1672 |
|
|
2018
Q4 | $71 | Sell |
3,900
-133,000
| -97% | -$2.42K | ﹤0.01% | 1517 |
|
|
2018
Q3 | $2.9M | Sell |
136,900
-359,600
| -72% | -$7.62M | ﹤0.01% | 1035 |
|
|
2018
Q2 | $8.92M | Buy |
+496,500
| New | +$8.92M | 0.01% | 765 |
|