Lake Point Wealth Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Lake Point Wealth Management’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 Q1	$0	Sell	30 -250	-89%	-$3.73K	﹤0.01%	491
2019 Q4	$5K	Buy	+280	New	+$4.56K	﹤0.01%	383
2019 Q2	$5K	Hold	280	–	–	﹤0.01%	435
2019 Q1	$5K	Hold	280	–	–	﹤0.01%	435
2018 Q4	$5K	Buy	+280	New	+$5.45K	﹤0.01%	569

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lake Point Wealth Management's WDR Position: Q1 2020 in Review

Lake Point Wealth Management reduced its Waddell & Reed Financial, Inc. (WDR) stake by 89% in Q1 2020, selling an estimated $3.73K and leaving 30 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Lake Point Wealth Management first reported a position in WDR in Q4 2018 and has held it in 5 quarters since. The position peaked at $5K in Q4 2019. 213 funds tracked by Wall St. Rank hold WDR as of Q1 2020.

Lake Point Wealth Management held 30 shares of Waddell & Reed Financial, Inc. worth $0 as of Q1 2020.
Lake Point Wealth Management sold 250 Waddell & Reed Financial, Inc. shares in Q1 2020, an estimated $3.73K.
Waddell & Reed Financial, Inc. made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #491 holding.
Lake Point Wealth Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's Waddell & Reed Financial, Inc. position peaked at $5K in Q4 2019.
213 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.