ICM
WDR
Invenomic Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,694
| Closed | -$221K | – | 162 |
|
|
2020
Q4 | $221K | Buy |
+8,694
| New | +$221K | 0.06% | 111 |
|
|
2020
Q3 | – | Sell |
-32,588
| Closed | -$505K | – | 179 |
|
|
2020
Q2 | $505K | Sell |
32,588
-9,891
| -23% | -$153K | 0.37% | 79 |
|
|
2020
Q1 | $483K | Buy |
+42,479
| New | +$483K | 0.39% | 72 |
|