E
WDR

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

Ergoteles’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
2021
Q2 		– Sell
-231,473
Closed -$5.8M – 1784
2021
Q1 		$5.8M Buy
231,473
+202,462
+698% +$5.08M 0.18% 150
2020
Q4 		$739K Buy
+29,011
New +$559K 0.02% 387

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Ergoteles's WDR Position: Q2 2021 in Review

Ergoteles sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 231,473 shares — an estimated $5.8M sold.

Ergoteles first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $5.8M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Ergoteles reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Ergoteles sold 231,473 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $5.8M.
  • Ergoteles first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
  • Ergoteles's Waddell & Reed Financial, Inc. position peaked at $5.8M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Ergoteles's 13F filing for Q2 2021, filed 12 Aug 2021.