Man Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-193,872
| Closed | -$4.94M | – | 2070 |
|
|
2020
Q4 | $4.94M | Sell |
193,872
-509,743
| -72% | -$13M | 0.02% | 816 |
|
|
2020
Q3 | $10.4M | Buy |
703,615
+407,050
| +137% | +$6.04M | 0.04% | 455 |
|
|
2020
Q2 | $4.6M | Sell |
296,565
-39,331
| -12% | -$610K | 0.02% | 714 |
|
|
2020
Q1 | $3.82M | Sell |
335,896
-24,596
| -7% | -$280K | 0.02% | 605 |
|
|
2019
Q4 | $6.03M | Sell |
360,492
-162,468
| -31% | -$2.72M | 0.02% | 917 |
|
|
2019
Q3 | $8.98M | Buy |
522,960
+307,910
| +143% | +$5.29M | 0.03% | 626 |
|
|
2019
Q2 | $3.59M | Buy |
215,050
+2,663
| +1% | +$44.4K | 0.01% | 1082 |
|
|
2019
Q1 | $3.67M | Buy |
212,387
+50,788
| +31% | +$878K | 0.01% | 1065 |
|
|
2018
Q4 | $2.92M | Sell |
161,599
-52,701
| -25% | -$953K | 0.01% | 1029 |
|
|
2018
Q3 | $4.54M | Sell |
214,300
-84,399
| -28% | -$1.79M | 0.02% | 1039 |
|
|
2018
Q2 | $5.37M | Sell |
298,699
-441,159
| -60% | -$7.93M | 0.02% | 897 |
|
|
2018
Q1 | $15M | Buy |
+739,858
| New | +$15M | 0.07% | 312 |
|