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