Fuller & Thaler Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $20K | Sell |
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|
2020
Q3 | $9.14M | Sell |
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|
2020
Q2 | $14.4M | Sell |
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|
2020
Q1 | $11.3M | Sell |
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|
2019
Q4 | $28.5M | Buy |
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|
2019
Q3 | $27.9M | Buy |
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|
2019
Q2 | $25.9M | Buy |
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|
2019
Q1 | $26.6M | Buy |
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|
2018
Q4 | $26.9M | Sell |
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|
2018
Q3 | $35.9M | Sell |
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|
2018
Q2 | $31.1M | Sell |
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|
2018
Q1 | $35.7M | Sell |
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|
2017
Q4 | $39.5M | Sell |
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|
2017
Q3 | $46M | Sell |
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|
2017
Q2 | $64.4M | Buy |
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|
2017
Q1 | $57.7M | Buy |
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|
2016
Q4 | $61.4M | Buy |
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|
2016
Q3 | $49.1M | Sell |
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|
2016
Q2 | $46.9M | Buy |
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|
2016
Q1 | $25.1M | Buy |
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|
2015
Q4 | $83K | Hold |
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|
2015
Q3 | $101K | Buy |
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|
2015
Q2 | $90K | Buy |
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|
2015
Q1 | $84K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $200K | Hold |
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|
2014
Q1 | $236K | Sell |
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|
2013
Q4 | $241K | Hold |
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|
2013
Q3 | $190K | Buy |
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|
2013
Q2 | $131K | Buy |
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