CIM
WDR

Cambria Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Cambria Investment 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
-89,349
Closed -$2.24M – 242
2021
Q1 		$2.24M Buy
89,349
+51,346
+135% +$1.29M 0.45% 101
2020
Q4 		$968K Sell
38,003
-2,054
-5% -$39.6K 0.33% 62
2020
Q3 		$595K Buy
40,057
+1,027
+3% +$15.7K 0.22% 107
2020
Q2 		$605K Sell
39,030
-8,216
-17% -$113K 0.22% 90
2020
Q1 		$538K Sell
47,246
-11,297
-19% -$168K 0.2% 98
2019
Q4 		$979K Sell
58,543
-5,123
-8% -$83.5K 0.26% 135
2019
Q3 		$1.09M Sell
63,666
-5,733
-8% -$96.1K 0.16% 132
2019
Q2 		$1.16M Sell
69,399
-10,335
-13% -$180K 0.18% 128
2019
Q1 		$1.38M Sell
79,734
-6,321
-7% -$111K 0.21% 120
2018
Q4 		$1.56M Buy
86,055
+3,720
+5% +$72.5K 0.26% 99
2018
Q3 		$1.74M Buy
82,335
+1,176
+1% +$23.7K 0.26% 115
2018
Q2 		$1.46M Buy
+81,159
New +$1.58M 0.22% 126

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Cambria Investment Management's WDR Position: Q2 2021 in Review

Cambria Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 89,349 shares — an estimated $2.24M sold.

Cambria Investment Management first reported a position in WDR in Q2 2018 and held it in 12 quarters. The position peaked at $2.24M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Cambria Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Cambria Investment Management sold 89,349 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $2.24M.
  • Cambria Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2018 and held it in 12 quarters.
  • Cambria Investment Management's Waddell & Reed Financial, Inc. position peaked at $2.24M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Cambria Investment Management's 13F filing for Q2 2021, filed 12 Aug 2021.