LPL Financial’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,570
| Closed | -$340K | – | 4364 |
|
|
2021
Q1 | $340K | Buy |
13,570
+5,685
| +72% | +$143K | ﹤0.01% | 3378 |
|
|
2020
Q4 | $201K | Buy |
+7,885
| New | +$152K | ﹤0.01% | 3527 |
|
|
2019
Q4 | – | Sell |
-18,913
| Closed | -$325K | – | 3455 |
|
|
2019
Q3 | $325K | Sell |
18,913
-197
| -1% | -$3.3K | ﹤0.01% | 2613 |
|
|
2019
Q2 | $319K | Sell |
19,110
-54
| -0.3% | -$941 | ﹤0.01% | 2648 |
|
|
2019
Q1 | $331K | Sell |
19,164
-1,469
| -7% | -$25.9K | ﹤0.01% | 2552 |
|
|
2018
Q4 | $373K | Buy |
20,633
+3,341
| +19% | +$65.1K | ﹤0.01% | 2288 |
|
|
2018
Q3 | $366K | Buy |
17,292
+2,343
| +16% | +$47.1K | ﹤0.01% | 2501 |
|
|
2018
Q2 | $269K | Buy |
+14,949
| New | +$291K | ﹤0.01% | 2752 |
|
|
2016
Q2 | – | Sell |
-19,614
| Closed | -$441K | – | 3078 |
|
|
2016
Q1 | $441K | Buy |
+19,614
| New | +$476K | ﹤0.01% | 2243 |
|
|
2015
Q1 | – | Sell |
-9,415
| Closed | -$469K | – | 2873 |
|
|
2014
Q4 | $469K | Buy |
+9,415
| New | +$449K | ﹤0.01% | 1813 |
|
|
2014
Q2 | – | Sell |
-13,889
| Closed | -$1.02M | – | 2772 |
|
|
2014
Q1 | $1.02M | Buy |
13,889
+7,732
| +126% | +$531K | 0.01% | 1252 |
|
|
2013
Q4 | $401K | Sell |
6,157
-389
| -6% | -$23.8K | ﹤0.01% | 1894 |
|
|
2013
Q3 | $363K | Buy |
+6,546
| New | +$326K | ﹤0.01% | 1872 |
|
Other funds holding WDR
LPL Financial's WDR Position: Q2 2021 in Review
LPL Financial sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 13,570 shares — an estimated $340K sold.
LPL Financial first reported a position in WDR in Q3 2013 and held it in 13 quarters. The position peaked at $1.02M in Q1 2014. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- LPL Financial reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- LPL Financial sold 13,570 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $340K.
- LPL Financial first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 13 quarters.
- LPL Financial's Waddell & Reed Financial, Inc. position peaked at $1.02M in Q1 2014.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on LPL Financial's 13F filing for Q2 2021, filed 13 Aug 2021.