BBHBI
WDR

B, B, H, & B Inc’s Waddell & Reed Financial, Inc. WDR Stock Holding History

B, B, H, & B Inc’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 		– Sell
-730
Closed -$18K – 149
2020
Q4 		$18K Buy
+730
New +$14.1K 0.02% 90

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B, B, H, & B Inc's WDR Position: Q1 2021 in Review

B, B, H, & B Inc sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 730 shares — an estimated $18K sold.

B, B, H, & B Inc first reported a position in WDR in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

  • B, B, H, & B Inc reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
  • B, B, H, & B Inc sold 730 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $18K.
  • B, B, H, & B Inc first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 1 quarter.
  • B, B, H, & B Inc's Waddell & Reed Financial, Inc. position peaked at $18K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on B, B, H, & B Inc's 13F filing for Q1 2021, filed 11 May 2021.