CIBC Asset Management
WDR

CIBC Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

CIBC Asset 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
Q1 		– Sell
-8,729
Closed -$222K – 1381
2020
Q4 		$222K Buy
+8,729
New +$168K ﹤0.01% 1080
2018
Q4 		– Sell
-10,570
Closed -$224K – 1160
2018
Q3 		$224K Hold
10,570
– – ﹤0.01% 997
2018
Q2 		$190K Buy
10,570
+262
+3% +$5.1K ﹤0.01% 1061
2018
Q1 		$208K Hold
10,308
– – ﹤0.01% 969
2017
Q4 		$230K Hold
10,308
– – ﹤0.01% 944
2017
Q3 		$207K Buy
10,308
+8
+0.1% +$154 ﹤0.01% 950
2017
Q2 		$194K Buy
+10,300
New +$181K ﹤0.01% 930
2014
Q2 		– Sell
-3,025
Closed -$223K – 956
2014
Q1 		$223K Buy
+3,025
New +$208K ﹤0.01% 907

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Asset Management's WDR Position: Q1 2021 in Review

CIBC Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 8,729 shares — an estimated $222K sold.

CIBC Asset Management first reported a position in WDR in Q1 2014 and held it in 8 quarters. The position peaked at $230K in Q4 2017. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

  • CIBC Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
  • CIBC Asset Management sold 8,729 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $222K.
  • CIBC Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2014 and held it in 8 quarters.
  • CIBC Asset Management's Waddell & Reed Financial, Inc. position peaked at $230K in Q4 2017.
  • 199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on CIBC Asset Management's 13F filing for Q1 2021, filed 14 May 2021.