HI
WDR

Horizon Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Horizon Investments’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
-19,351
Closed -$324K – 522
2019
Q4 		$324K Buy
+19,351
New +$315K 0.01% 382

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

Horizon Investments's WDR Position: Q1 2020 in Review

Horizon Investments sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2020, closing a stake of 19,351 shares — an estimated $324K sold.

Horizon Investments first reported a position in WDR in Q4 2019 and held it in 1 quarter. The position peaked at $324K in Q4 2019. 213 funds tracked by Wall St. Rank hold WDR as of Q1 2020.

  • Horizon Investments reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2020 after selling out during the quarter.
  • Horizon Investments sold 19,351 Waddell & Reed Financial, Inc. shares in Q1 2020, an estimated $324K.
  • Horizon Investments first reported a position in Waddell & Reed Financial, Inc. in Q4 2019 and held it in 1 quarter.
  • Horizon Investments's Waddell & Reed Financial, Inc. position peaked at $324K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2020.

Based on Horizon Investments's 13F filing for Q1 2020, filed 15 May 2020.