First Manhattan’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-8,148
| Closed | -$136K | – | 1497 |
|
2019
Q4 | $136K | Hold |
8,148
| – | – | ﹤0.01% | 746 |
|
2019
Q3 | $139K | Hold |
8,148
| – | – | ﹤0.01% | 754 |
|
2019
Q2 | $135K | Hold |
8,148
| – | – | ﹤0.01% | 774 |
|
2019
Q1 | $140K | Hold |
8,148
| – | – | ﹤0.01% | 769 |
|
2018
Q4 | $147K | Hold |
8,148
| – | – | ﹤0.01% | 738 |
|
2018
Q3 | $172K | Hold |
8,148
| – | – | ﹤0.01% | 749 |
|
2018
Q2 | $146K | Hold |
8,148
| – | – | ﹤0.01% | 751 |
|
2018
Q1 | $164K | Hold |
8,148
| – | – | ﹤0.01% | 713 |
|
2017
Q4 | $182K | Sell |
8,148
-1,897
| -19% | -$42.4K | ﹤0.01% | 730 |
|
2017
Q3 | $201K | Hold |
10,045
| – | – | ﹤0.01% | 675 |
|
2017
Q2 | $189K | Hold |
10,045
| – | – | ﹤0.01% | 688 |
|
2017
Q1 | $170K | Hold |
10,045
| – | – | ﹤0.01% | 715 |
|
2016
Q4 | $195K | Hold |
10,045
| – | – | ﹤0.01% | 668 |
|
2016
Q3 | $182K | Hold |
10,045
| – | – | ﹤0.01% | 686 |
|
2016
Q2 | $172K | Hold |
10,045
| – | – | ﹤0.01% | 705 |
|
2016
Q1 | $236K | Hold |
10,045
| – | – | ﹤0.01% | 642 |
|
2015
Q4 | $287K | Hold |
10,045
| – | – | ﹤0.01% | 605 |
|
2015
Q3 | $349K | Hold |
10,045
| – | – | ﹤0.01% | 561 |
|
2015
Q2 | $475K | Hold |
10,045
| – | – | ﹤0.01% | 527 |
|
2015
Q1 | $497K | Hold |
10,045
| – | – | ﹤0.01% | 515 |
|
2014
Q4 | $500K | Hold |
10,045
| – | – | ﹤0.01% | 511 |
|
2014
Q3 | $519K | Hold |
10,045
| – | – | ﹤0.01% | 509 |
|
2014
Q2 | $628K | Hold |
10,045
| – | – | ﹤0.01% | 484 |
|
2014
Q1 | $739K | Hold |
10,045
| – | – | ﹤0.01% | 458 |
|
2013
Q4 | $654K | Hold |
10,045
| – | – | ﹤0.01% | 479 |
|
2013
Q3 | $517K | Hold |
10,045
| – | – | ﹤0.01% | 501 |
|
2013
Q2 | $501K | Buy |
+10,045
| New | +$501K | ﹤0.01% | 508 |
|