Dimensional Fund Advisors’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 |
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|
2021
Q1 | $59.9M | Sell |
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|
2020
Q4 | $70M | Sell |
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2020
Q3 | $41.6M | Sell |
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|
2020
Q2 | $45.3M | Sell |
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|
2020
Q1 | $37.7M | Sell |
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|
2019
Q4 | $56.6M | Sell |
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|
2019
Q3 | $58.9M | Sell |
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|
2019
Q2 | $57.3M | Sell |
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|
2019
Q1 | $59.6M | Buy |
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|
2018
Q4 | $61.9M | Buy |
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|
2018
Q3 | $71.6M | Buy |
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|
2018
Q2 | $60M | Buy |
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|
2018
Q1 | $62.5M | Buy |
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|
2017
Q4 | $68.1M | Buy |
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|
2017
Q3 | $59.1M | Buy |
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|
2017
Q2 | $50.9M | Buy |
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|
2017
Q1 | $34.1M | Buy |
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|
2016
Q4 | $17.8M | Buy |
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|
2016
Q3 | $9.63M | Sell |
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|
2016
Q2 | $9.5M | Sell |
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|
2016
Q1 | $13.1M | Sell |
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|
2015
Q4 | $16.3M | Buy |
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|
2015
Q3 | $18M | Buy |
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|
2015
Q2 | $22.6M | Buy |
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|
2015
Q1 | $20.1M | Buy |
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|
2014
Q4 | $11.7M | Buy |
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|
2014
Q3 | $11.7M | Buy |
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|
2014
Q2 | $14.1M | Buy |
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|
2014
Q1 | $10.8M | Sell |
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|
2013
Q4 | $9.65M | Buy |
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|
2013
Q3 | $7.61M | Buy |
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|
2013
Q2 | $6.21M | Buy |
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