IUHSA
WDR

Itau Unibanco Holding S.A.’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Itau Unibanco Holding S.A.’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
Q1 		– Sell
-11,548
Closed -$193K – 955
2019
Q4 		$193K Buy
+11,548
New +$188K 0.01% 264

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Itau Unibanco Holding S.A.'s WDR Position: Q3 2019 in Review

Itau Unibanco Holding S.A. sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2019, closing a stake of 23,313 shares — an estimated $389K sold.

Itau Unibanco Holding S.A. first reported a position in WDR in Q1 2017 and held it in 5 quarters. The position peaked at $389K in Q2 2019. 234 funds tracked by Wall St. Rank hold WDR as of Q3 2019.

  • Itau Unibanco Holding S.A. reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2019 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 23,313 Waddell & Reed Financial, Inc. shares in Q3 2019, an estimated $389K.
  • Itau Unibanco Holding S.A. first reported a position in Waddell & Reed Financial, Inc. in Q1 2017 and held it in 5 quarters.
  • Itau Unibanco Holding S.A.'s Waddell & Reed Financial, Inc. position peaked at $389K in Q2 2019.
  • 234 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2019.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2019, filed 14 Nov 2019.