Fidelity Investments’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 | $14.7M | Sell |
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|
2020
Q4 | $15M | Sell |
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|
2020
Q3 | $55.3M | Buy |
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|
2020
Q2 | $57.5M | Sell |
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|
2020
Q1 | $42.2M | Sell |
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|
2019
Q4 | $64M | Buy |
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|
2019
Q3 | $65.2M | Buy |
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|
2019
Q2 | $60M | Sell |
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|
2019
Q1 | $67.6M | Sell |
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|
2018
Q4 | $72.3M | Sell |
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|
2018
Q3 | $102M | Buy |
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|
2018
Q2 | $84.3M | Buy |
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|
2018
Q1 | $86.2M | Buy |
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|
2017
Q4 | $88.1M | Sell |
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|
2017
Q3 | $86.3M | Sell |
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|
2017
Q2 | $91.7M | Buy |
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|
2017
Q1 | $47.7M | Sell |
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|
2016
Q4 | $56.6M | Buy |
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|
2016
Q3 | $21.5M | Sell |
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|
2016
Q2 | $32.5M | Sell |
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|
2016
Q1 | $109M | Sell |
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|
2015
Q4 | $215M | Sell |
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|
2015
Q3 | $299M | Buy |
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|
2015
Q2 | $395M | Sell |
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|
2015
Q1 | $443M | Buy |
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|
2014
Q4 | $403M | Buy |
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|
2014
Q3 | $326M | Buy |
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|
2014
Q2 | $168M | Sell |
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|
2014
Q1 | $265M | Sell |
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|
2013
Q4 | $279M | Sell |
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|
2013
Q3 | $277M | Buy |
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|
2013
Q2 | $231M | Buy |
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