Ensign Peak Advisors
WDR

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

Ensign Peak 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
-86,321
Closed -$1.28M – 1896
2020
Q3 		$1.28M Hold
86,321
– – ﹤0.01% 1195
2020
Q2 		$1.34M Hold
86,321
– – ﹤0.01% 1166
2020
Q1 		$982K Hold
86,321
– – ﹤0.01% 1180
2019
Q4 		$1.44M Buy
+86,321
New +$1.41M ﹤0.01% 1197

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

Ensign Peak Advisors's WDR Position: Q4 2020 in Review

Ensign Peak Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 86,321 shares — an estimated $1.28M sold.

Ensign Peak Advisors first reported a position in WDR in Q4 2019 and held it in 4 quarters. The position peaked at $1.44M in Q4 2019. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

  • Ensign Peak Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
  • Ensign Peak Advisors sold 86,321 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $1.28M.
  • Ensign Peak Advisors first reported a position in Waddell & Reed Financial, Inc. in Q4 2019 and held it in 4 quarters.
  • Ensign Peak Advisors's Waddell & Reed Financial, Inc. position peaked at $1.44M in Q4 2019.
  • 222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on Ensign Peak Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.