CIBC World Market’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 |
-9,310
| Closed | -$233K | – | 1471 |
|
|
2021
Q1 | $233K | Hold |
9,310
| – | – | ﹤0.01% | 1162 |
|
|
2020
Q4 | $237K | Buy |
+9,310
| New | +$179K | ﹤0.01% | 1151 |
|
|
2019
Q2 | – | Sell |
-11,910
| Closed | -$206K | – | 1264 |
|
|
2019
Q1 | $206K | Sell |
11,910
-4,879
| -29% | -$86K | ﹤0.01% | 1084 |
|
|
2018
Q4 | $304K | Buy |
16,789
+214
| +1% | +$4.17K | ﹤0.01% | 896 |
|
|
2018
Q3 | $351K | Buy |
16,575
+275
| +2% | +$5.53K | ﹤0.01% | 923 |
|
|
2018
Q2 | $293K | Buy |
16,300
+160
| +1% | +$3.11K | ﹤0.01% | 976 |
|
|
2018
Q1 | $326K | Buy |
+16,140
| New | +$341K | ﹤0.01% | 970 |
|
|
2017
Q3 | – | Sell |
-10,846
| Closed | -$205K | – | 1129 |
|
|
2017
Q2 | $205K | Buy |
+10,846
| New | +$190K | ﹤0.01% | 1068 |
|
|
2017
Q1 | – | Sell |
-10,818
| Closed | -$211K | – | 1179 |
|
|
2016
Q4 | $211K | Hold |
10,818
| – | – | ﹤0.01% | 985 |
|
|
2016
Q3 | $196K | Buy |
10,818
+270
| +3% | +$4.92K | ﹤0.01% | 939 |
|
|
2016
Q2 | $182K | Buy |
+10,548
| New | +$215K | ﹤0.01% | 864 |
|
|
2015
Q4 | – | Sell |
-5,969
| Closed | -$208K | – | 954 |
|
|
2015
Q3 | $208K | Sell |
5,969
-312
| -5% | -$12.9K | ﹤0.01% | 796 |
|
|
2015
Q2 | $297K | Buy |
6,281
+1,386
| +28% | +$67.6K | ﹤0.01% | 772 |
|
|
2015
Q1 | $242K | Buy |
+4,895
| New | +$234K | ﹤0.01% | 729 |
|
|
2014
Q2 | – | Sell |
-22,438
| Closed | -$1.65M | – | 760 |
|
|
2014
Q1 | $1.65M | Buy |
22,438
+16,076
| +253% | +$1.1M | 0.01% | 302 |
|
|
2013
Q4 | $414K | Buy |
+6,362
| New | +$389K | ﹤0.01% | 549 |
|
Other funds holding WDR
CIBC World Market's WDR Position: Q2 2021 in Review
CIBC World Market sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 9,310 shares — an estimated $233K sold.
CIBC World Market first reported a position in WDR in Q4 2013 and held it in 16 quarters. The position peaked at $1.65M in Q1 2014. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- CIBC World Market reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- CIBC World Market sold 9,310 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $233K.
- CIBC World Market first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 16 quarters.
- CIBC World Market's Waddell & Reed Financial, Inc. position peaked at $1.65M in Q1 2014.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on CIBC World Market's 13F filing for Q2 2021, filed 12 Aug 2021.