WDR
Lazard Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-46,528
| Closed | -$721K | – | 1799 |
|
|
2020
Q2 | $721K | Buy |
+46,528
| New | +$721K | ﹤0.01% | 795 |
|
|
2015
Q2 | – | Sell |
-25
| Closed | -$1K | – | 1200 |
|
|
2015
Q1 | $1K | Sell |
25
-35,727
| -100% | -$1.43M | ﹤0.01% | 1107 |
|
|
2014
Q4 | $1.78M | Sell |
35,752
-15,653
| -30% | -$780K | ﹤0.01% | 686 |
|
|
2014
Q3 | $2.66M | Sell |
51,405
-345,834
| -87% | -$17.9M | 0.01% | 589 |
|
|
2014
Q2 | $24.9M | Buy |
397,239
+76,472
| +24% | +$4.79M | 0.05% | 235 |
|
|
2014
Q1 | $23.6M | Sell |
320,767
-14,885
| -4% | -$1.1M | 0.05% | 235 |
|
|
2013
Q4 | $21.9M | Sell |
335,652
-16,998
| -5% | -$1.11M | 0.05% | 239 |
|
|
2013
Q3 | $18.2M | Buy |
352,650
+33,182
| +10% | +$1.71M | 0.04% | 253 |
|
|
2013
Q2 | $13.9M | Buy |
+319,468
| New | +$13.9M | 0.03% | 290 |
|