GTCM
WDR

Gyon Technologies Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Gyon Technologies Capital Management’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
2020
Q4 		– Sell
-17,202
Closed -$255K – 466
2020
Q3 		$255K Buy
17,202
+4,252
+33% +$64.9K 0.2% 188
2020
Q2 		$201K Sell
12,950
-61,570
-83% -$844K 0.49% 63
2020
Q1 		$848K Buy
+74,520
New +$1.11M 1.63% 20

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gyon Technologies Capital Management's WDR Position: Q4 2020 in Review

Gyon Technologies Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 17,202 shares — an estimated $255K sold.

Gyon Technologies Capital Management first reported a position in WDR in Q1 2020 and held it in 3 quarters. The position peaked at $848K in Q1 2020. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

  • Gyon Technologies Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
  • Gyon Technologies Capital Management sold 17,202 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $255K.
  • Gyon Technologies Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2020 and held it in 3 quarters.
  • Gyon Technologies Capital Management's Waddell & Reed Financial, Inc. position peaked at $848K in Q1 2020.
  • 222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on Gyon Technologies Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.