HA
WDR
Heartland Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-518,100
| Closed | -$7.69M | – | 234 |
|
|
2020
Q3 | $7.69M | Buy |
518,100
+6,050
| +1% | +$89.8K | 0.67% | 56 |
|
|
2020
Q2 | $7.94M | Sell |
512,050
-2,200
| -0.4% | -$34.1K | 0.71% | 57 |
|
|
2020
Q1 | $5.85M | Buy |
514,250
+62,950
| +14% | +$716K | 0.63% | 62 |
|
|
2019
Q4 | $7.55M | Sell |
451,300
-125,650
| -22% | -$2.1M | 0.56% | 79 |
|
|
2019
Q3 | $9.91M | Buy |
576,950
+1,400
| +0.2% | +$24.1K | 0.76% | 45 |
|
|
2019
Q2 | $9.59M | Sell |
575,550
-101,000
| -15% | -$1.68M | 0.71% | 58 |
|
|
2019
Q1 | $11.7M | Buy |
676,550
+114,000
| +20% | +$1.97M | 0.86% | 35 |
|
|
2018
Q4 | $10.2M | Buy |
562,550
+300,700
| +115% | +$5.44M | 0.84% | 36 |
|
|
2018
Q3 | $5.55M | Sell |
261,850
-100
| -0% | -$2.12K | 0.37% | 122 |
|
|
2018
Q2 | $4.71M | Buy |
261,950
+133,750
| +104% | +$2.4M | 0.31% | 131 |
|
|
2018
Q1 | $2.59M | Buy |
+128,200
| New | +$2.59M | 0.17% | 170 |
|