Berman Capital Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Berman Capital Advisors’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 Q2	–	Sell	-229	Closed	-$5K	–	2114
2021 Q1	$5K	Sell	229 -1	-0.4%	-$25	﹤0.01%	1305
2020 Q4	$5K	Buy	230 +4	+2%	+$77	﹤0.01%	1192
2020 Q3	$3K	Buy	226 +4	+2%	+$61	﹤0.01%	1240
2020 Q2	$3K	Hold	222	–	–	﹤0.01%	1213
2020 Q1	$2K	Buy	+222	New	+$3.31K	﹤0.01%	1220

Other funds holding WDR

LIM

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

Berman Capital Advisors's WDR Position: Q2 2021 in Review

Berman Capital Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 229 shares — an estimated $5K sold.

Berman Capital Advisors first reported a position in WDR in Q1 2020 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Berman Capital Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Berman Capital Advisors sold 229 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $5K.
Berman Capital Advisors first reported a position in Waddell & Reed Financial, Inc. in Q1 2020 and held it in 5 quarters.
Berman Capital Advisors's Waddell & Reed Financial, Inc. position peaked at $5K in Q1 2021.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.