BWA
WDR

Burt Wealth Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Burt Wealth 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
2020
Q3 		– Sell
-77
Closed -$1K – 448
2020
Q2 		$1K Hold
77
– – ﹤0.01% 401
2020
Q1 		$1K Buy
+77
New +$1.15K ﹤0.01% 399

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Burt Wealth Advisors's WDR Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2020, closing a stake of 77 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in WDR in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 214 funds tracked by Wall St. Rank hold WDR as of Q3 2020.

  • Burt Wealth Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 77 Waddell & Reed Financial, Inc. shares in Q3 2020, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Waddell & Reed Financial, Inc. in Q1 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's Waddell & Reed Financial, Inc. position peaked at $1K in Q2 2020.
  • 214 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.