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

Bayesian Capital 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
2020 Q4	–	Sell	-10,997	Closed	-$163K	–	718
2020 Q3	$163K	Buy	10,997 +436	+4%	+$6.65K	0.04%	457
2020 Q2	$164K	Sell	10,561 -2,900	-22%	-$39.8K	0.04%	451
2020 Q1	$153K	Buy	+13,461	New	+$201K	0.03%	624
2019 Q1	–	Sell	-13,420	Closed	-$243K	–	830
2018 Q4	$243K	Buy	+13,420	New	+$261K	0.05%	466

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bayesian Capital Management's WDR Position: Q4 2020 in Review

Bayesian Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 10,997 shares — an estimated $163K sold.

Bayesian Capital Management first reported a position in WDR in Q4 2018 and held it in 4 quarters. The position peaked at $243K in Q4 2018. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

Bayesian Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
Bayesian Capital Management sold 10,997 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $163K.
Bayesian Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2018 and held it in 4 quarters.
Bayesian Capital Management's Waddell & Reed Financial, Inc. position peaked at $243K in Q4 2018.
222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on Bayesian Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.