Capital World Investors’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 | $46.3M | Hold |
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|
2020
Q4 | $47.1M | Hold |
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2020
Q3 | $27.5M | Hold |
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|
2020
Q2 | $28.7M | Hold |
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|
2020
Q1 | $21.1M | Hold |
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|
2019
Q4 | $30.9M | Hold |
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|
2019
Q3 | $31.8M | Hold |
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|
2019
Q2 | $30.8M | Hold |
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|
2019
Q1 | $32M | Hold |
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|
2018
Q4 | $33.4M | Hold |
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|
2018
Q3 | $39.2M | Hold |
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|
2018
Q2 | $33.2M | Hold |
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|
2018
Q1 | $37.4M | Hold |
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|
2017
Q4 | $41.3M | Hold |
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|
2017
Q3 | $37.1M | Hold |
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|
2017
Q2 | $34.9M | Buy |
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|
2017
Q1 | $19.1M | Buy |
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|
2016
Q4 | $14.2M | Buy |
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