FPS
WDR

Fieldpoint Private Securities’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Fieldpoint Private Securities’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
-3,378
Closed -$85K – 1682
2021
Q1 		$85K Buy
3,378
+2,763
+449% +$69.4K 0.02% 427
2020
Q4 		$16K Buy
+615
New +$11.8K ﹤0.01% 767

Other funds holding WDR

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

Fieldpoint Private Securities's WDR Position: Q2 2021 in Review

Fieldpoint Private Securities sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 3,378 shares — an estimated $85K sold.

Fieldpoint Private Securities first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $85K in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Fieldpoint Private Securities reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Fieldpoint Private Securities sold 3,378 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $85K.
  • Fieldpoint Private Securities first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
  • Fieldpoint Private Securities's Waddell & Reed Financial, Inc. position peaked at $85K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Fieldpoint Private Securities's 13F filing for Q2 2021, filed 12 Aug 2021.