FHA
WDR

First Horizon Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

First Horizon Advisors’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
2020
Q4 		– Sell
-128
Closed -$1K – 1621
2020
Q3 		$1K Hold
128
– – ﹤0.01% 1404
2020
Q2 		$1K Hold
128
– – ﹤0.01% 1360
2020
Q1 		$1K Sell
128
-65
-34% -$969 ﹤0.01% 1335
2019
Q4 		$3K Hold
193
– – ﹤0.01% 1355
2019
Q3 		$3K Sell
193
-30
-13% -$503 ﹤0.01% 1356
2019
Q2 		$3K Sell
223
-31
-12% -$540 ﹤0.01% 1359
2019
Q1 		$4K Buy
+254
New +$4.48K ﹤0.01% 1316
2017
Q1 		– Sell
-251
Closed -$4K – 1607
2016
Q4 		$4K Hold
251
– – ﹤0.01% 1211
2016
Q3 		$4K Buy
+251
New +$4.57K ﹤0.01% 1204
2016
Q2 		– Sell
-1,005
Closed -$22K – 1435
2016
Q1 		$22K Sell
1,005
-75
-7% -$1.82K ﹤0.01% 780
2015
Q4 		$30K Buy
1,080
+249
+30% +$8.55K 0.01% 606
2015
Q3 		$29K Buy
831
+12
+1% +$496 ﹤0.01% 677
2015
Q2 		$38K Buy
819
+58
+8% +$2.83K 0.01% 621
2015
Q1 		$37K Buy
761
+11
+1% +$526 0.01% 646
2014
Q4 		$37K Hold
750
– – 0.01% 623
2014
Q3 		$39K Sell
750
-10
-1% -$557 0.01% 603
2014
Q2 		$44K Buy
760
+64
+9% +$4.14K 0.01% 585
2014
Q1 		$50K Buy
696
+8
+1% +$550 0.01% 513
2013
Q4 		$45K Buy
688
+393
+133% +$24K 0.01% 507
2013
Q3 		$15K Sell
295
-35
-11% -$1.74K ﹤0.01% 740
2013
Q2 		$14K Buy
+330
New +$14.5K 0.01% 445

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

First Horizon Advisors's WDR Position: Q4 2020 in Review

First Horizon Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 128 shares — an estimated $1K sold.

First Horizon Advisors first reported a position in WDR in Q2 2013 and held it in 21 quarters. The position peaked at $50K in Q1 2014. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

  • First Horizon Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
  • First Horizon Advisors sold 128 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $1K.
  • First Horizon Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 21 quarters.
  • First Horizon Advisors's Waddell & Reed Financial, Inc. position peaked at $50K in Q1 2014.
  • 222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on First Horizon Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.