WDR
Capital World Investors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$13.7M | 0.01% | 372 |
|
|
2017
Q1 | $19.1M | Buy |
1,125,000
+395,000
| +54% | +$6.72M | ﹤0.01% | 422 |
|
|
2016
Q4 | $14.2M | Buy |
+730,000
| New | +$14.2M | ﹤0.01% | 425 |
|