HighTower Advisors’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 |
-10,444
| Closed | -$262K | – | 3511 |
|
|
2021
Q1 | $262K | Buy |
+10,444
| New | +$262K | ﹤0.01% | 2397 |
|
|
2020
Q4 | – | Sell |
-11,944
| Closed | -$177K | – | 3039 |
|
|
2020
Q3 | $177K | Buy |
11,944
+249
| +2% | +$3.8K | ﹤0.01% | 2128 |
|
|
2020
Q2 | $180K | Buy |
+11,695
| New | +$160K | ﹤0.01% | 2018 |
|
|
2019
Q3 | – | Sell |
-10,159
| Closed | -$170K | – | 2586 |
|
|
2019
Q2 | $170K | Hold |
10,159
| – | – | ﹤0.01% | 2087 |
|
|
2019
Q1 | $175K | Sell |
10,159
-67
| -0.7% | -$1.18K | ﹤0.01% | 1983 |
|
|
2018
Q4 | $185K | Sell |
10,226
-11,133
| -52% | -$217K | ﹤0.01% | 1864 |
|
|
2018
Q3 | $454K | Buy |
21,359
+9,751
| +84% | +$196K | ﹤0.01% | 1504 |
|
|
2018
Q2 | $208K | Sell |
11,608
-16,994
| -59% | -$331K | ﹤0.01% | 1878 |
|
|
2018
Q1 | $574K | Sell |
28,602
-1,383
| -5% | -$29.2K | ﹤0.01% | 1347 |
|
|
2017
Q4 | $668K | Buy |
29,985
+1,650
| +6% | +$33.6K | 0.01% | 1311 |
|
|
2017
Q3 | $568K | Sell |
28,335
-3,614
| -11% | -$69.5K | ﹤0.01% | 1367 |
|
|
2017
Q2 | $601K | Buy |
31,949
+40
| +0.1% | +$702 | 0.01% | 1289 |
|
|
2017
Q1 | $546K | Sell |
31,909
-65,695
| -67% | -$1.2M | 0.01% | 1290 |
|
|
2016
Q4 | $1.91M | Buy |
97,604
+67,908
| +229% | +$1.26M | 0.02% | 721 |
|
|
2016
Q3 | $539K | Buy |
29,696
+5,982
| +25% | +$109K | 0.01% | 1214 |
|
|
2016
Q2 | $408K | Buy |
23,714
+11,168
| +89% | +$228K | 0.01% | 1205 |
|
|
2016
Q1 | $296K | Sell |
12,546
-30,504
| -71% | -$741K | ﹤0.01% | 1614 |
|
|
2015
Q4 | $1.23M | Buy |
43,050
+2,932
| +7% | +$101K | 0.01% | 857 |
|
|
2015
Q3 | $1.39M | Sell |
40,118
-64
| -0.2% | -$2.65K | 0.02% | 742 |
|
|
2015
Q2 | $1.9M | Buy |
40,182
+9,259
| +30% | +$451K | 0.03% | 560 |
|
|
2015
Q1 | $1.53M | Buy |
30,923
+750
| +2% | +$35.9K | 0.02% | 667 |
|
|
2014
Q4 | $1.5M | Buy |
30,173
+6,340
| +27% | +$303K | 0.02% | 674 |
|
|
2014
Q3 | $1.23M | Buy |
23,833
+8,834
| +59% | +$492K | 0.02% | 701 |
|
|
2014
Q2 | $939K | Sell |
14,999
-6,584
| -31% | -$426K | 0.02% | 834 |
|
|
2014
Q1 | $1.59M | Buy |
21,583
+488
| +2% | +$33.5K | 0.03% | 580 |
|
|
2013
Q4 | $1.37M | Buy |
21,095
+15,571
| +282% | +$953K | 0.03% | 600 |
|
|
2013
Q3 | $284K | Buy |
5,524
+891
| +19% | +$44.3K | 0.01% | 1043 |
|
|
2013
Q2 | $201K | Buy |
+4,633
| New | +$204K | 0.01% | 1128 |
|
Other funds holding WDR
HighTower Advisors's WDR Position: Q2 2021 in Review
HighTower Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 10,444 shares — an estimated $262K sold.
HighTower Advisors first reported a position in WDR in Q2 2013 and held it in 28 quarters. The position peaked at $1.91M in Q4 2016. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- HighTower Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- HighTower Advisors sold 10,444 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $262K.
- HighTower Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 28 quarters.
- HighTower Advisors's Waddell & Reed Financial, Inc. position peaked at $1.91M in Q4 2016.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on HighTower Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.