HAG
WDR

HighPoint Advisor Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

HighPoint Advisor Group’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
2019
Q4 		– Sell
-9,252
Closed -$158K – 490
2019
Q3 		$158K Sell
9,252
-659
-7% -$11K 0.03% 356
2019
Q2 		$169K Buy
+9,911
New +$173K 0.04% 341
2018
Q4 		– Sell
-42,614
Closed -$873K – 362
2018
Q3 		$873K Buy
+42,614
New +$857K 0.24% 103
2017
Q3 		– Sell
-21,360
Closed -$418K – 297
2017
Q2 		$418K Hold
21,360
– – 0.13% 181
2017
Q1 		$418K Buy
+21,360
New +$391K 0.13% 181

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HighPoint Advisor Group's WDR Position: Q4 2019 in Review

HighPoint Advisor Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2019, closing a stake of 9,252 shares — an estimated $158K sold.

HighPoint Advisor Group first reported a position in WDR in Q1 2017 and held it in 5 quarters. The position peaked at $873K in Q3 2018. 224 funds tracked by Wall St. Rank hold WDR as of Q4 2019.

  • HighPoint Advisor Group reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2019 after selling out during the quarter.
  • HighPoint Advisor Group sold 9,252 Waddell & Reed Financial, Inc. shares in Q4 2019, an estimated $158K.
  • HighPoint Advisor Group first reported a position in Waddell & Reed Financial, Inc. in Q1 2017 and held it in 5 quarters.
  • HighPoint Advisor Group's Waddell & Reed Financial, Inc. position peaked at $873K in Q3 2018.
  • 224 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2019.

Based on HighPoint Advisor Group's 13F filing for Q4 2019, filed 13 Feb 2020.