II
WDR

Inspire Investing’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Inspire Investing’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
Q4 		– Sell
-19,926
Closed -$296K – 699
2020
Q3 		$296K Buy
19,926
+3,682
+23% +$56.2K 0.08% 244
2020
Q2 		$252K Sell
16,244
-4,351
-21% -$59.7K 0.09% 284
2020
Q1 		$234K Buy
20,595
+10,074
+96% +$150K 0.09% 316
2019
Q4 		$176K Sell
10,521
-413
-4% -$6.73K 0.06% 317
2019
Q3 		$188K Buy
+10,934
New +$183K 0.07% 306
2018
Q1 		– Sell
-2,618
Closed -$58K – 815
2017
Q4 		$58K Buy
+2,618
New +$53.3K 0.05% 436

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Inspire Investing's WDR Position: Q4 2020 in Review

Inspire Investing sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 19,926 shares — an estimated $296K sold.

Inspire Investing first reported a position in WDR in Q4 2017 and held it in 6 quarters. The position peaked at $296K in Q3 2020. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

  • Inspire Investing reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
  • Inspire Investing sold 19,926 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $296K.
  • Inspire Investing first reported a position in Waddell & Reed Financial, Inc. in Q4 2017 and held it in 6 quarters.
  • Inspire Investing's Waddell & Reed Financial, Inc. position peaked at $296K in Q3 2020.
  • 222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on Inspire Investing's 13F filing for Q4 2020, filed 12 Feb 2021.