HRT Financial’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
-100,920
Closed -$2.53M 3860
2021
Q1
$2.53M Buy
100,920
+65,379
+184% +$1.64M 0.03% 501
2020
Q4
$905K Buy
+35,541
New +$684K 0.02% 733
2020
Q3
Sell
-30,564
Closed -$474K 2548
2020
Q2
$474K Buy
+30,564
New +$419K 0.01% 798
2020
Q1
Sell
-37,559
Closed -$627K 1545
2019
Q4
$627K Buy
37,559
+14,980
+66% +$244K 0.03% 462
2019
Q3
$387K Buy
+22,579
New +$378K 0.02% 802
2018
Q2
Sell
-61,600
Closed -$1.24M 393
2018
Q1
$1.24M Buy
+61,600
New +$1.3M 0.6% 35

Other funds holding WDR

HRT Financial's WDR Position: Q2 2021 in Review

HRT Financial sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 100,920 shares — an estimated $2.53M sold.

HRT Financial first reported a position in WDR in Q1 2018 and held it in 6 quarters. The position peaked at $2.53M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • HRT Financial reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • HRT Financial sold 100,920 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $2.53M.
  • HRT Financial first reported a position in Waddell & Reed Financial, Inc. in Q1 2018 and held it in 6 quarters.
  • HRT Financial's Waddell & Reed Financial, Inc. position peaked at $2.53M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on HRT Financial's 13F filing for Q2 2021, filed 16 Aug 2021.