WDR
Marshall Wace’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-157,288
| Closed | -$4.01M | – | 2890 |
|
|
2020
Q4 | $4.01M | Buy |
+157,288
| New | +$4.01M | 0.02% | 604 |
|
|
2020
Q3 | – | Sell |
-282,487
| Closed | -$4.38M | – | 2029 |
|
|
2020
Q2 | $4.38M | Buy |
+282,487
| New | +$4.38M | 0.03% | 499 |
|
|
2015
Q1 | – | Sell |
-378,839
| Closed | -$18.9M | – | 980 |
|
|
2014
Q4 | $18.9M | Buy |
378,839
+121,831
| +47% | +$6.07M | 0.25% | 108 |
|
|
2014
Q3 | $13.3M | Buy |
257,008
+81,359
| +46% | +$4.21M | 0.19% | 145 |
|
|
2014
Q2 | $11M | Buy |
175,649
+172,925
| +6,348% | +$10.8M | 0.16% | 171 |
|
|
2014
Q1 | $201K | Buy |
+2,724
| New | +$201K | ﹤0.01% | 736 |
|