JPMPWA
WDR

J.P. Morgan Private Wealth Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-41,454
Closed -$1.04M – 1960
2021
Q1 		$1.04M Sell
41,454
-9,285
-18% -$232K ﹤0.01% 1016
2020
Q4 		$1.29M Sell
50,739
-20,818
-29% -$530K ﹤0.01% 904
2020
Q3 		$1.06M Buy
+71,557
New +$1.06M ﹤0.01% 868