Jupiter Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $122K | Sell |
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|
2019
Q4 | $554K | Sell |
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|
2019
Q3 | $4.52M | Buy |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $3.35M | Sell |
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|
2018
Q4 | $9.86M | Buy |
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|
2018
Q3 | $7.86M | Sell |
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|
2018
Q2 | $14.2M | Buy |
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|
2018
Q1 | $10.2M | Buy |
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|
2017
Q4 | $1.12M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $60K | Hold |
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|
2015
Q4 | $74K | Buy |
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|
2015
Q3 | $78K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $23.7M | Sell |
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|
2014
Q3 | $28.9M | Buy |
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|
2014
Q2 | $25.3M | Buy |
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|
2014
Q1 | $22M | Buy |
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|
2013
Q4 | $14.3M | Buy |
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|
2013
Q3 | $3.12M | Buy |
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|
2013
Q2 | $2.56M | Buy |
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