CG
WDR

Cutler Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Cutler Group’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
2020
Q4 		– Sell
-1,000
Closed -$3K – 5785
2020
Q3 		$3K Hold
1,000
– – ﹤0.01% 3964
2020
Q2 		$3K Sell
1,000
-5,000
-83% -$68.6K ﹤0.01% 3705
2020
Q1 		$39K Buy
+6,000
New +$89.5K ﹤0.01% 1895
2018
Q1 		– Sell
-5,100
Closed -$2K – 5586
2017
Q4 		$2K Buy
+5,100
New +$104K ﹤0.01% 4288
2017
Q2 		– Sell
-26,600
Closed -$41K – 7409
2017
Q1 		$41K Buy
26,600
+14,200
+115% +$260K ﹤0.01% 2612
2016
Q4 		$20K Sell
12,400
-9,800
-44% -$182K ﹤0.01% 3491
2016
Q3 		$51K Buy
22,200
+10,100
+83% +$184K ﹤0.01% 2458
2016
Q2 		$33K Buy
12,100
+11,100
+1,110% +$227K ﹤0.01% 2811
2016
Q1 		$1K Sell
1,000
-3,700
-79% -$89.9K ﹤0.01% 6242
2015
Q4 		$11K Buy
+4,700
New +$161K ﹤0.01% 4088

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cutler Group's WDR Position: Q1 2021 in Review

Cutler Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 2,278 shares — an estimated $58K sold.

Cutler Group first reported a position in WDR in Q2 2016 and held it in 15 quarters. The position peaked at $306K in Q1 2017. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

  • Cutler Group reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
  • Cutler Group sold 2,278 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $58K.
  • Cutler Group first reported a position in Waddell & Reed Financial, Inc. in Q2 2016 and held it in 15 quarters.
  • Cutler Group's Waddell & Reed Financial, Inc. position peaked at $306K in Q1 2017.
  • 199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on Cutler Group's 13F filing for Q1 2021, filed 26 Apr 2021.