DA
WDR

Denali Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Denali Advisors’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
-59,600
Closed -$885K – 451
2020
Q3 		$885K Hold
59,600
– – 0.18% 137
2020
Q2 		$924K Buy
59,600
+900
+2% +$12.3K 0.18% 149
2020
Q1 		$668K Buy
+58,700
New +$875K 0.15% 138

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Denali Advisors's WDR Position: Q4 2020 in Review

Denali Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 59,600 shares — an estimated $885K sold.

Denali Advisors first reported a position in WDR in Q1 2020 and held it in 3 quarters. The position peaked at $924K in Q2 2020. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

  • Denali Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
  • Denali Advisors sold 59,600 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $885K.
  • Denali Advisors first reported a position in Waddell & Reed Financial, Inc. in Q1 2020 and held it in 3 quarters.
  • Denali Advisors's Waddell & Reed Financial, Inc. position peaked at $924K in Q2 2020.
  • 222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on Denali Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.