LWA
WDR

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

Lenox Wealth 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
Q2 		– Sell
-33
Closed – – 840
2020
Q1 		$0 Hold
33
– – ﹤0.01% 970
2019
Q4 		$1K Hold
33
– – ﹤0.01% 713
2019
Q3 		$1K Buy
+33
New +$553 ﹤0.01% 612

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lenox Wealth Advisors's WDR Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2020, closing a stake of 33 shares.

Lenox Wealth Advisors first reported a position in WDR in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 219 funds tracked by Wall St. Rank hold WDR as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 33 Waddell & Reed Financial, Inc. shares in Q2 2020.
  • Lenox Wealth Advisors first reported a position in Waddell & Reed Financial, Inc. in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Waddell & Reed Financial, Inc. position peaked at $1K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.