ExodusPoint Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-56,559
| Closed | -$1.44M | – | 2746 |
|
|
2020
Q4 | $1.44M | Sell |
56,559
-16,605
| -23% | -$423K | 0.01% | 637 |
|
|
2020
Q3 | $1.09M | Buy |
73,164
+58,990
| +416% | +$876K | 0.02% | 601 |
|
|
2020
Q2 | $220K | Buy |
+14,174
| New | +$220K | 0.01% | 1446 |
|
|
2020
Q1 | – | Sell |
-10,216
| Closed | -$171K | – | 1786 |
|
|
2019
Q4 | $171K | Sell |
10,216
-13,984
| -58% | -$234K | ﹤0.01% | 1310 |
|
|
2019
Q3 | $416K | Sell |
24,200
-8,363
| -26% | -$144K | 0.01% | 711 |
|
|
2019
Q2 | $543K | Buy |
+32,563
| New | +$543K | 0.02% | 402 |
|