BGDI
WDR

BW Gestao de Investimentos’s Waddell & Reed Financial, Inc. WDR Stock Holding History

BW Gestao de Investimentos’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
Q1 		– Sell
-27,528
Closed -$460K – 111
2019
Q4 		$460K Buy
27,528
+5,705
+26% +$93K 0.12% 81
2019
Q3 		$375K Hold
21,823
– – 0.14% 74
2019
Q2 		$364K Hold
21,823
– – 0.13% 75
2019
Q1 		$377K Hold
21,823
– – 0.16% 75
2018
Q4 		$395K Buy
+21,823
New +$425K 0.15% 69

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BW Gestao de Investimentos's WDR Position: Q1 2020 in Review

BW Gestao de Investimentos sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2020, closing a stake of 27,528 shares — an estimated $460K sold.

BW Gestao de Investimentos first reported a position in WDR in Q4 2018 and held it in 5 quarters. The position peaked at $460K in Q4 2019. 213 funds tracked by Wall St. Rank hold WDR as of Q1 2020.

  • BW Gestao de Investimentos reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2020 after selling out during the quarter.
  • BW Gestao de Investimentos sold 27,528 Waddell & Reed Financial, Inc. shares in Q1 2020, an estimated $460K.
  • BW Gestao de Investimentos first reported a position in Waddell & Reed Financial, Inc. in Q4 2018 and held it in 5 quarters.
  • BW Gestao de Investimentos's Waddell & Reed Financial, Inc. position peaked at $460K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2020.

Based on BW Gestao de Investimentos's 13F filing for Q1 2020, filed 12 May 2020.