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 |
-1,850,000
| Closed | -$46.3M | – | 634 |
|
|
2021
Q1 | $46.3M | Hold |
1,850,000
| – | – | 0.01% | 445 |
|
|
2020
Q4 | $47.1M | Hold |
1,850,000
| – | – | 0.01% | 412 |
|
|
2020
Q3 | $27.5M | Hold |
1,850,000
| – | – | 0.01% | 439 |
|
|
2020
Q2 | $28.7M | Hold |
1,850,000
| – | – | 0.01% | 404 |
|
|
2020
Q1 | $21.1M | Hold |
1,850,000
| – | – | 0.01% | 388 |
|
|
2019
Q4 | $30.9M | Hold |
1,850,000
| – | – | 0.01% | 385 |
|
|
2019
Q3 | $31.8M | Hold |
1,850,000
| – | – | 0.01% | 371 |
|
|
2019
Q2 | $30.8M | Hold |
1,850,000
| – | – | 0.01% | 394 |
|
|
2019
Q1 | $32M | Hold |
1,850,000
| – | – | 0.01% | 380 |
|
|
2018
Q4 | $33.4M | Hold |
1,850,000
| – | – | 0.01% | 383 |
|
|
2018
Q3 | $39.2M | Hold |
1,850,000
| – | – | 0.01% | 401 |
|
|
2018
Q2 | $33.2M | Hold |
1,850,000
| – | – | 0.01% | 406 |
|
|
2018
Q1 | $37.4M | Hold |
1,850,000
| – | – | 0.01% | 374 |
|
|
2017
Q4 | $41.3M | Hold |
1,850,000
| – | – | 0.01% | 370 |
|
|
2017
Q3 | $37.1M | Hold |
1,850,000
| – | – | 0.01% | 377 |
|
|
2017
Q2 | $34.9M | Buy |
1,850,000
+725,000
| +64% | +$12.7M | 0.01% | 372 |
|
|
2017
Q1 | $19.1M | Buy |
1,125,000
+395,000
| +54% | +$7.23M | ﹤0.01% | 422 |
|
|
2016
Q4 | $14.2M | Buy |
+730,000
| New | +$13.6M | ﹤0.01% | 425 |
|
Other funds holding WDR
Capital World Investors's WDR Position: Q2 2021 in Review
Capital World Investors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 1,850,000 shares — an estimated $46.3M sold.
Capital World Investors first reported a position in WDR in Q4 2016 and held it in 18 quarters. The position peaked at $47.1M in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- Capital World Investors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- Capital World Investors sold 1,850,000 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $46.3M.
- Capital World Investors first reported a position in Waddell & Reed Financial, Inc. in Q4 2016 and held it in 18 quarters.
- Capital World Investors's Waddell & Reed Financial, Inc. position peaked at $47.1M in Q4 2020.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on Capital World Investors's 13F filing for Q2 2021, filed 16 Aug 2021.