HGWM
WDR

Harvest Group Wealth Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Harvest Group Wealth 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
Q1 		– Sell
-149
Closed -$2K – 1149
2019
Q4 		$2K Buy
+149
New +$2.43K ﹤0.01% 692
2019
Q3 		– Sell
-127
Closed -$2K – 1167
2019
Q2 		$2K Sell
127
-138
-52% -$2.41K ﹤0.01% 624
2019
Q1 		$5K Buy
+265
New +$4.67K ﹤0.01% 404

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harvest Group Wealth Management's WDR Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2020, closing a stake of 149 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in WDR in Q1 2019 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 213 funds tracked by Wall St. Rank hold WDR as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 149 Waddell & Reed Financial, Inc. shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Waddell & Reed Financial, Inc. position peaked at $5K in Q1 2019.
  • 213 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.