Brandywine Global Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-206,912
| Closed | -$3.07M | – | 688 |
|
|
2020
Q3 | $3.07M | Sell |
206,912
-8,891
| -4% | -$132K | 0.03% | 407 |
|
|
2020
Q2 | $3.35M | Sell |
215,803
-3,784
| -2% | -$58.7K | 0.03% | 391 |
|
|
2020
Q1 | $2.5M | Sell |
219,587
-15,806
| -7% | -$180K | 0.03% | 409 |
|
|
2019
Q4 | $3.92M | Sell |
235,393
-12,781
| -5% | -$213K | 0.03% | 444 |
|
|
2019
Q3 | $4.26M | Sell |
248,174
-5,357
| -2% | -$92K | 0.03% | 421 |
|
|
2019
Q2 | $4.23M | Sell |
253,531
-4,742
| -2% | -$79.1K | 0.03% | 437 |
|
|
2019
Q1 | $4.47M | Buy |
258,273
+1,285
| +0.5% | +$22.2K | 0.03% | 406 |
|
|
2018
Q4 | $4.65M | Buy |
256,988
+7,720
| +3% | +$140K | 0.03% | 381 |
|
|
2018
Q3 | $5.28M | Buy |
249,268
+3,130
| +1% | +$66.3K | 0.03% | 413 |
|
|
2018
Q2 | $4.42M | Sell |
246,138
-20,072
| -8% | -$361K | 0.03% | 448 |
|
|
2018
Q1 | $5.38M | Buy |
266,210
+3,968
| +2% | +$80.2K | 0.03% | 413 |
|
|
2017
Q4 | $5.86M | Buy |
262,242
+103,725
| +65% | +$2.32M | 0.04% | 400 |
|
|
2017
Q3 | $3.18M | Buy |
+158,517
| New | +$3.18M | 0.02% | 513 |
|
|
2015
Q4 | – | Sell |
-249
| Closed | -$9K | – | 1015 |
|
|
2015
Q3 | $9K | Hold |
249
| – | – | ﹤0.01% | 916 |
|
|
2015
Q2 | $12K | Buy |
+249
| New | +$12K | ﹤0.01% | 906 |
|