KA
WDR

Kovack Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Kovack 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
2020
Q3 		– Sell
-6
Closed -$1K – 570
2020
Q2 		$1K Buy
+6
New +$82 ﹤0.01% 498

Other funds holding WDR

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

Kovack Advisors's WDR Position: Q2 2021 in Review

Kovack Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 11,540 shares — an estimated $289K sold.

Kovack Advisors first reported a position in WDR in Q2 2016 and held it in 20 quarters. The position peaked at $605K in Q4 2017. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Kovack Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Kovack Advisors sold 11,540 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $289K.
  • Kovack Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2016 and held it in 20 quarters.
  • Kovack Advisors's Waddell & Reed Financial, Inc. position peaked at $605K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Kovack Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.