JA
WDR

JOYN Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-1,384
Closed -$25K – 1623
2018
Q4 		$25K Sell
1,384
-40
-3% -$779 0.01% 590
2018
Q3 		$30K Sell
1,424
-480
-25% -$9.65K 0.01% 553
2018
Q2 		$34K Sell
1,904
-6,858
-78% -$133K 0.01% 512
2018
Q1 		$177K Buy
+8,762
New +$185K 0.04% 145

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JOYN Advisors's WDR Position: Q1 2019 in Review

JOYN Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2019, closing a stake of 1,384 shares — an estimated $25K sold.

JOYN Advisors first reported a position in WDR in Q1 2018 and held it in 4 quarters. The position peaked at $177K in Q1 2018. 246 funds tracked by Wall St. Rank hold WDR as of Q1 2019.

  • JOYN Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,384 Waddell & Reed Financial, Inc. shares in Q1 2019, an estimated $25K.
  • JOYN Advisors first reported a position in Waddell & Reed Financial, Inc. in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Waddell & Reed Financial, Inc. position peaked at $177K in Q1 2018.
  • 246 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.