KPF
WDR

K2 Principal Fund’s Waddell & Reed Financial, Inc. WDR Stock Holding History

K2 Principal Fund’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
-12,200
Closed -$306K – 512
2021
Q1 		$306K Buy
+12,200
New +$306K 0.02% 270

Other funds holding WDR

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

K2 Principal Fund's WDR Position: Q2 2021 in Review

K2 Principal Fund sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 12,200 shares — an estimated $306K sold.

K2 Principal Fund first reported a position in WDR in Q1 2021 and held it in 1 quarter. The position peaked at $306K in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • K2 Principal Fund reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • K2 Principal Fund sold 12,200 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $306K.
  • K2 Principal Fund first reported a position in Waddell & Reed Financial, Inc. in Q1 2021 and held it in 1 quarter.
  • K2 Principal Fund's Waddell & Reed Financial, Inc. position peaked at $306K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on K2 Principal Fund's 13F filing for Q2 2021, filed 13 Aug 2021.