KBC Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17,792
| Closed | -$446K | – | 1341 |
|
|
2021
Q1 | $446K | Buy |
17,792
+9,338
| +110% | +$234K | ﹤0.01% | 897 |
|
|
2020
Q4 | $215K | Hold |
8,454
| – | – | ﹤0.01% | 1057 |
|
|
2020
Q3 | $126K | Sell |
8,454
-17,135
| -67% | -$261K | ﹤0.01% | 1094 |
|
|
2020
Q2 | $397K | Hold |
25,589
| – | – | ﹤0.01% | 867 |
|
|
2020
Q1 | $291K | Sell |
25,589
-57,223
| -69% | -$853K | ﹤0.01% | 952 |
|
|
2019
Q4 | $1.39M | Hold |
82,812
| – | – | 0.01% | 791 |
|
|
2019
Q3 | $1.42M | Hold |
82,812
| – | – | 0.01% | 744 |
|
|
2019
Q2 | $1.38M | Sell |
82,812
-10,926
| -12% | -$190K | 0.01% | 723 |
|
|
2019
Q1 | $1.62M | Sell |
93,738
-55,704
| -37% | -$982K | 0.01% | 679 |
|
|
2018
Q4 | $2.7M | Sell |
149,442
-228,330
| -60% | -$4.45M | 0.03% | 467 |
|
|
2018
Q3 | $8M | Buy |
377,772
+28,848
| +8% | +$580K | 0.06% | 328 |
|
|
2018
Q2 | $6.27M | Hold |
348,924
| – | – | 0.05% | 368 |
|
|
2018
Q1 | $7.05M | Buy |
+348,924
| New | +$7.37M | 0.07% | 320 |
|
|
2017
Q1 | – | Sell |
-220,519
| Closed | -$4.3M | – | 1341 |
|
|
2016
Q4 | $4.3M | Sell |
220,519
-158,198
| -42% | -$2.94M | 0.04% | 432 |
|
|
2016
Q3 | $6.88M | Buy |
378,717
+133,655
| +55% | +$2.44M | 0.08% | 275 |
|
|
2016
Q2 | $4.22M | Buy |
245,062
+196,455
| +404% | +$4.01M | 0.06% | 347 |
|
|
2016
Q1 | $1.14M | Buy |
48,607
+46,755
| +2,525% | +$1.14M | 0.02% | 616 |
|
|
2015
Q4 | $53K | Buy |
+1,852
| New | +$63.6K | ﹤0.01% | 1183 |
|
|
2014
Q4 | – | Sell |
-48,118
| Closed | -$2.49M | – | 1492 |
|
|
2014
Q3 | $2.49M | Buy |
+48,118
| New | +$2.68M | 0.09% | 296 |
|
Other funds holding WDR
KBC Group's WDR Position: Q2 2021 in Review
KBC Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 17,792 shares — an estimated $446K sold.
KBC Group first reported a position in WDR in Q3 2014 and held it in 19 quarters. The position peaked at $8M in Q3 2018. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- KBC Group reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- KBC Group sold 17,792 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $446K.
- KBC Group first reported a position in Waddell & Reed Financial, Inc. in Q3 2014 and held it in 19 quarters.
- KBC Group's Waddell & Reed Financial, Inc. position peaked at $8M in Q3 2018.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on KBC Group's 13F filing for Q2 2021, filed 11 Aug 2021.