Brown Advisory’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $703K | Sell |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $16.7M | Sell |
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|
2020
Q2 | $17.5M | Buy |
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|
2020
Q1 | $11.9M | Buy |
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|
2019
Q4 | $17.4M | Buy |
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|
2019
Q3 | $14.4M | Sell |
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|
2019
Q2 | $14.6M | Sell |
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|
2019
Q1 | $15.2M | Sell |
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|
2018
Q4 | $16.1M | Buy |
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|
2018
Q3 | $6.85M | Buy |
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