Barclays
WDR

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

Barclays’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
2014
Q2 		– Sell
-1,200
Closed -$88K – 7878
2014
Q1 		$88K Buy
+1,200
New +$82.4K ﹤0.01% 5558

Other funds holding WDR

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

Barclays's WDR Position: Q2 2021 in Review

Barclays sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 220,528 shares — an estimated $5.53M sold.

Barclays first reported a position in WDR in Q2 2013 and held it in 32 quarters. The position peaked at $19M in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Barclays reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Barclays sold 220,528 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $5.53M.
  • Barclays first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 32 quarters.
  • Barclays's Waddell & Reed Financial, Inc. position peaked at $19M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Barclays's 13F filing for Q2 2021, filed 13 Aug 2021.