Edge Wealth Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Edge Wealth 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
2020 Q3	–	Sell	-500	Closed	-$8K	–	677
2020 Q2	$8K	Hold	500	–	–	﹤0.01%	501
2020 Q1	$6K	Hold	500	–	–	﹤0.01%	462
2019 Q4	$8K	Hold	500	–	–	﹤0.01%	452
2019 Q3	$8K	Hold	500	–	–	﹤0.01%	440
2019 Q2	$8K	Hold	500	–	–	﹤0.01%	449
2019 Q1	$9K	Hold	500	–	–	﹤0.01%	416
2018 Q4	$9K	Hold	500	–	–	﹤0.01%	417
2018 Q3	$11K	Hold	500	–	–	﹤0.01%	427
2018 Q2	$9K	Hold	500	–	–	﹤0.01%	437
2018 Q1	$10K	Hold	500	–	–	﹤0.01%	393
2017 Q4	$11K	Hold	500	–	–	﹤0.01%	375
2017 Q3	$10K	Hold	500	–	–	﹤0.01%	375
2017 Q2	$10K	Hold	500	–	–	﹤0.01%	370
2017 Q1	$9K	Hold	500	–	–	﹤0.01%	369
2016 Q4	$10K	Hold	500	–	–	﹤0.01%	343
2016 Q3	$9K	Hold	500	–	–	﹤0.01%	348
2016 Q2	$9K	Hold	500	–	–	﹤0.01%	329
2016 Q1	$12K	Buy	+500	New	+$12.1K	0.01%	273

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Edge Wealth Management's WDR Position: Q3 2020 in Review

Edge Wealth Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2020, closing a stake of 500 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in WDR in Q1 2016 and held it in 18 quarters. The position peaked at $12K in Q1 2016. 214 funds tracked by Wall St. Rank hold WDR as of Q3 2020.

Edge Wealth Management reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 500 Waddell & Reed Financial, Inc. shares in Q3 2020, an estimated $8K.
Edge Wealth Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2016 and held it in 18 quarters.
Edge Wealth Management's Waddell & Reed Financial, Inc. position peaked at $12K in Q1 2016.
214 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.