Grantham, Mayo, Van Otterloo & Co (GMO)’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 | $9.11M | Sell |
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|
2020
Q4 | $9.76M | Sell |
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|
2020
Q3 | $10.4M | Buy |
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|
2020
Q2 | $8.96M | Buy |
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|
2020
Q1 | $1.67M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $267K | Sell |
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|
2016
Q2 | $529K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $485K | Sell |
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|
2013
Q3 | $436K | Buy |
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