IA
WDR

IFP Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

IFP Advisors’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
-607
Closed -$9.89K – 3230
2019
Q3 		$11K Buy
+607
New +$10.2K ﹤0.01% 2042
2019
Q1 		$10K Sell
607
-3,636
-86% -$64.1K ﹤0.01% 1630
2018
Q4 		$76K Buy
4,243
+3,846
+969% +$74.9K ﹤0.01% 1355
2018
Q3 		$8K Hold
397
– – ﹤0.01% 3019
2018
Q2 		$7K Sell
397
-2,478
-86% -$48.2K ﹤0.01% 3125
2018
Q1 		$64K Hold
2,875
– – ﹤0.01% 1670
2017
Q4 		$64K Sell
2,875
-479
-14% -$9.75K ﹤0.01% 1687
2017
Q3 		$67K Sell
3,354
-385
-10% -$7.4K ﹤0.01% 1818
2017
Q2 		$71K Sell
3,739
-332
-8% -$5.83K ﹤0.01% 1740
2017
Q1 		$69K Buy
4,071
+1,116
+38% +$20.4K ﹤0.01% 1734
2016
Q4 		$58K Buy
2,955
+1,684
+132% +$31.3K ﹤0.01% 1797
2016
Q3 		$23K Buy
1,271
+7
+0.6% +$128 ﹤0.01% 2327
2016
Q2 		$22K Buy
1,264
+657
+108% +$13.4K ﹤0.01% 2300
2016
Q1 		$10K Sell
607
-2,123
-78% -$51.6K ﹤0.01% 1627
2015
Q4 		$78K Buy
+2,730
New +$93.8K 0.01% 1322

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 $3.37T AUM 44.26% 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

IFP Advisors's WDR Position: Q4 2019 in Review

IFP Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2019, closing a stake of 607 shares — an estimated $9.89K sold.

IFP Advisors first reported a position in WDR in Q4 2015 and held it in 15 quarters. The position peaked at $78K in Q4 2015. 224 funds tracked by Wall St. Rank hold WDR as of Q4 2019.

  • IFP Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2019 after selling out during the quarter.
  • IFP Advisors sold 607 Waddell & Reed Financial, Inc. shares in Q4 2019, an estimated $9.89K.
  • IFP Advisors first reported a position in Waddell & Reed Financial, Inc. in Q4 2015 and held it in 15 quarters.
  • IFP Advisors's Waddell & Reed Financial, Inc. position peaked at $78K in Q4 2015.
  • 224 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2019.

Based on IFP Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.