Gotham 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 | $374K | Sell |
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|
2020
Q4 | $611K | Sell |
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|
2020
Q3 | $683K | Buy |
|
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|
2020
Q2 | $359K | Sell |
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|
2020
Q1 | $920K | Buy |
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|
2019
Q4 | $957K | Buy |
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|
2019
Q3 | $589K | Sell |
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|
2019
Q2 | $633K | Sell |
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|
2019
Q1 | $726K | Buy |
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|
2018
Q4 | $481K | Buy |
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|
2018
Q3 | $322K | Buy |
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|
2018
Q2 | $243K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $215K | Buy |
|
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|
2016
Q4 | $207K | Sell |
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|
2016
Q3 | $289K | Sell |
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|
2016
Q2 | $342K | Sell |
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|
2016
Q1 | $10.6M | Buy |
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|
2015
Q4 | $11.6M | Buy |
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|
2015
Q3 | $11.9M | Buy |
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|
2015
Q2 | $14.1M | Buy |
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|
2015
Q1 | $14M | Buy |
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|
2014
Q4 | $12.9M | Buy |
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|
2014
Q3 | $10.2M | Buy |
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|
2014
Q2 | $4.44M | Buy |
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|
2014
Q1 | $287K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2.44M | Buy |
|