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

Lindbrook Capital’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
2021 Q2	–	Sell	-305	Closed	-$8K	–	2045
2021 Q1	$8K	Buy	305 +144	+89%	+$3.62K	﹤0.01%	1129
2020 Q4	$4K	Hold	161	–	–	﹤0.01%	1303
2020 Q3	$2K	Hold	161	–	–	﹤0.01%	1482
2020 Q2	$2K	Buy	+161	New	+$2.21K	﹤0.01%	1484
2020 Q1	–	Sell	-49	Closed	-$1K	–	1919
2019 Q4	$1K	Sell	49 -71	-59%	-$1.16K	﹤0.01%	1479
2019 Q3	$2K	Sell	120 -214	-64%	-$3.59K	﹤0.01%	1320
2019 Q2	$5K	Sell	334 -113	-25%	-$1.97K	﹤0.01%	1081
2019 Q1	$7K	Sell	447 -90	-17%	-$1.59K	﹤0.01%	1012
2018 Q4	$9K	Buy	+537	New	+$10.5K	﹤0.01%	866

Other funds holding WDR

LIM

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

Lindbrook Capital's WDR Position: Q2 2021 in Review

Lindbrook Capital sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 305 shares — an estimated $8K sold.

Lindbrook Capital first reported a position in WDR in Q4 2018 and held it in 9 quarters. The position peaked at $9K in Q4 2018. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Lindbrook Capital reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Lindbrook Capital sold 305 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $8K.
Lindbrook Capital first reported a position in Waddell & Reed Financial, Inc. in Q4 2018 and held it in 9 quarters.
Lindbrook Capital's Waddell & Reed Financial, Inc. position peaked at $9K in Q4 2018.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Lindbrook Capital's 13F filing for Q2 2021, filed 27 Jul 2021.