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

Blueshift 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
2021 Q2	–	Sell	-90,514	Closed	-$2.27M	–	1276
2021 Q1	$2.27M	Buy	+90,514	New	+$2.27M	0.23%	108
2020 Q4	–	Sell	-52,952	Closed	-$786K	–	948
2020 Q3	$786K	Buy	+52,952	New	+$808K	0.11%	251

Other funds holding WDR

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Blueshift Asset Management's WDR Position: Q2 2021 in Review

Blueshift Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 90,514 shares — an estimated $2.27M sold.

Blueshift Asset Management first reported a position in WDR in Q3 2020 and held it in 2 quarters. The position peaked at $2.27M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Blueshift Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Blueshift Asset Management sold 90,514 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $2.27M.
Blueshift Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q3 2020 and held it in 2 quarters.
Blueshift Asset Management's Waddell & Reed Financial, Inc. position peaked at $2.27M in Q1 2021.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Blueshift Asset Management's 13F filing for Q2 2021, filed 13 Aug 2021.