Balyasny Asset Management
WDR

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

Balyasny Asset Management’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
2017
Q3 		– Sell
-50,000
Closed -$944K – 2172
2017
Q2 		$944K Buy
+50,000
New +$878K ﹤0.01% 1122

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Balyasny Asset Management's WDR Position: Q4 2019 in Review

Balyasny Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2019, closing a stake of 40,392 shares — an estimated $694K sold.

Balyasny Asset Management first reported a position in WDR in Q2 2013 and held it in 13 quarters. The position peaked at $10.1M in Q1 2014. 224 funds tracked by Wall St. Rank hold WDR as of Q4 2019.

  • Balyasny Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2019 after selling out during the quarter.
  • Balyasny Asset Management sold 40,392 Waddell & Reed Financial, Inc. shares in Q4 2019, an estimated $694K.
  • Balyasny Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 13 quarters.
  • Balyasny Asset Management's Waddell & Reed Financial, Inc. position peaked at $10.1M in Q1 2014.
  • 224 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2019.

Based on Balyasny Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.