FC
WDR

FORA Capital’s Waddell & Reed Financial, Inc. WDR Stock Holding History

FORA Capital’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
-795
Closed -$20K – 1247
2021
Q1 		$20K Sell
795
-27,545
-97% -$692K 0.01% 685
2020
Q4 		$722K Buy
+28,340
New +$546K 0.11% 207

Other funds holding WDR

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

FORA Capital's WDR Position: Q2 2021 in Review

FORA Capital sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 795 shares — an estimated $20K sold.

FORA Capital first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $722K in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • FORA Capital reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • FORA Capital sold 795 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $20K.
  • FORA Capital first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
  • FORA Capital's Waddell & Reed Financial, Inc. position peaked at $722K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on FORA Capital's 13F filing for Q2 2021, filed 16 Aug 2021.