IAIM
WDR

International Assets Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

International Assets Investment Management’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
2021
Q2 		– Sell
-272
Closed -$6K – 2199
2021
Q1 		$6K Buy
272
+136
+100% +$3.42K ﹤0.01% 1763
2020
Q4 		$3K Buy
+136
New +$2.62K ﹤0.01% 1855

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

International Assets Investment Management's WDR Position: Q2 2021 in Review

International Assets Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 272 shares — an estimated $6K sold.

International Assets Investment Management first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • International Assets Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 272 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $6K.
  • International Assets Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
  • International Assets Investment Management's Waddell & Reed Financial, Inc. position peaked at $6K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.