Bank of America
WDR

Bank of America’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Bank of America’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
Q1 		– Sell
-38,100
Closed -$743K – 7363
2016
Q4 		$743K Buy
+38,100
New +$709K ﹤0.01% 4546

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Bank of America's WDR Position: Q2 2021 in Review

Bank of America sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 905,498 shares — an estimated $22.7M sold.

Bank of America first reported a position in WDR in Q2 2013 and held it in 32 quarters. The position peaked at $77.2M in Q1 2014. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Bank of America reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Bank of America sold 905,498 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $22.7M.
  • Bank of America first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 32 quarters.
  • Bank of America's Waddell & Reed Financial, Inc. position peaked at $77.2M in Q1 2014.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Bank of America's 13F filing for Q2 2021, filed 16 Aug 2021.