FGAM
WDR

Financial Gravity Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Financial Gravity Asset Management’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
2019
Q2 		– Sell
-17
Closed – – 1803
2019
Q1 		$0 Buy
+17
New +$300 ﹤0.01% 1617
2018
Q3 		$1K Buy
31
+2
+7% +$40 ﹤0.01% 1316
2018
Q2 		$1K Buy
29
+3
+12% +$58 ﹤0.01% 1337
2018
Q1 		$0 Buy
+26
New +$549 ﹤0.01% 1541

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Gravity Asset Management's WDR Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2019, closing a stake of 17 shares.

Financial Gravity Asset Management first reported a position in WDR in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 231 funds tracked by Wall St. Rank hold WDR as of Q2 2019.

  • Financial Gravity Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 17 Waddell & Reed Financial, Inc. shares in Q2 2019.
  • Financial Gravity Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2018 and held it in 4 quarters.
  • Financial Gravity Asset Management's Waddell & Reed Financial, Inc. position peaked at $1K in Q3 2018.
  • 231 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.