Kellner Capital’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-364,958
Closed -$9.14M 37
2021
Q1
$9.14M Buy
364,958
+233,600
+178% +$5.85M 3.32% 12
2020
Q4
$3.35M Buy
+131,358
New +$3.35M 1.76% 19