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

JP Morgan Private Wealth 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
2021 Q2	–	Sell	-41,454	Closed	-$1.04M	–	1960
2021 Q1	$1.04M	Sell	41,454 -9,285	-18%	-$233K	﹤0.01%	1016
2020 Q4	$1.29M	Sell	50,739 -20,818	-29%	-$401K	﹤0.01%	904
2020 Q3	$1.06M	Buy	+71,557	New	+$1.09M	﹤0.01%	868

Other funds holding WDR

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WDR Position: Q2 2021 in Review

JP Morgan Private Wealth Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 41,454 shares — an estimated $1.04M sold.

JP Morgan Private Wealth Advisors first reported a position in WDR in Q3 2020 and held it in 3 quarters. The position peaked at $1.29M in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

JP Morgan Private Wealth Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 41,454 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $1.04M.
JP Morgan Private Wealth Advisors first reported a position in Waddell & Reed Financial, Inc. in Q3 2020 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's Waddell & Reed Financial, Inc. position peaked at $1.29M in Q4 2020.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.