AC
WDR

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

Athanor Capital’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
Q2 		– Sell
-30,095
Closed -$754K – 1028
2021
Q1 		$754K Buy
30,095
+13,236
+79% +$332K 0.02% 398
2020
Q4 		$429K Sell
16,859
-75,633
-82% -$1.46M 0.01% 503
2020
Q3 		$1.37M Buy
92,492
+45,639
+97% +$696K 0.05% 187
2020
Q2 		$727K Buy
+46,853
New +$643K 0.04% 246

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Athanor Capital's WDR Position: Q2 2021 in Review

Athanor Capital sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 30,095 shares — an estimated $754K sold.

Athanor Capital first reported a position in WDR in Q2 2020 and held it in 4 quarters. The position peaked at $1.37M in Q3 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Athanor Capital reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Athanor Capital sold 30,095 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $754K.
  • Athanor Capital first reported a position in Waddell & Reed Financial, Inc. in Q2 2020 and held it in 4 quarters.
  • Athanor Capital's Waddell & Reed Financial, Inc. position peaked at $1.37M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Athanor Capital's 13F filing for Q2 2021, filed 16 Aug 2021.