CI Investments Inc’s Waddell & Reed Financial, Inc. WDR Stock Holding History

CI Investments Inc’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	-21,090	Closed	-$528K	–	1122
2021 Q1	$528K	Buy	21,090 +1,680	+9%	+$42.2K	﹤0.01%	536
2020 Q4	$494K	Sell	19,410 -11,929	-38%	-$230K	﹤0.01%	518
2020 Q3	$465K	Sell	31,339 -514	-2%	-$7.84K	﹤0.01%	418
2020 Q2	$494K	Sell	31,853 -4,968	-13%	-$68.1K	﹤0.01%	390
2020 Q1	$419K	Sell	36,821 -6,853	-16%	-$102K	﹤0.01%	409
2019 Q4	$730K	Buy	43,674 +570	+1%	+$9.29K	﹤0.01%	392
2019 Q3	$741K	Buy	+43,104	New	+$722K	﹤0.01%	387

Other funds holding WDR

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

CI Investments Inc's WDR Position: Q2 2021 in Review

CI Investments Inc sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 21,090 shares — an estimated $528K sold.

CI Investments Inc first reported a position in WDR in Q3 2019 and held it in 7 quarters. The position peaked at $741K in Q3 2019. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

CI Investments Inc reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
CI Investments Inc sold 21,090 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $528K.
CI Investments Inc first reported a position in Waddell & Reed Financial, Inc. in Q3 2019 and held it in 7 quarters.
CI Investments Inc's Waddell & Reed Financial, Inc. position peaked at $741K in Q3 2019.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on CI Investments Inc's 13F filing for Q2 2021, filed 13 Aug 2021.