Meeder Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Meeder Asset Management’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	-72	Closed	-$2K	–	2751
2021 Q1	$2K	Sell	72 -26	-27%	-$653	﹤0.01%	2140
2020 Q4	$2K	Hold	98	–	–	﹤0.01%	1565
2020 Q3	$1K	Buy	98 +35	+56%	+$534	﹤0.01%	2100
2020 Q2	$1K	Buy	+63	New	+$864	﹤0.01%	1989
2019 Q3	–	Sell	-1,382	Closed	-$23K	–	2324
2019 Q2	$23K	Buy	+1,382	New	+$24.1K	﹤0.01%	1193
2019 Q1	–	Sell	-2,045	Closed	-$37K	–	1941
2018 Q4	$37K	Buy	+2,045	New	+$39.8K	﹤0.01%	898
2016 Q3	–	Sell	-1,353	Closed	-$23K	–	1010
2016 Q2	$23K	Buy	+1,353	New	+$27.6K	﹤0.01%	779

Other funds holding WDR

LIM

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

Meeder Asset Management's WDR Position: Q2 2021 in Review

Meeder Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 72 shares — an estimated $2K sold.

Meeder Asset Management first reported a position in WDR in Q2 2016 and held it in 7 quarters. The position peaked at $37K in Q4 2018. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Meeder Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Meeder Asset Management sold 72 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $2K.
Meeder Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2016 and held it in 7 quarters.
Meeder Asset Management's Waddell & Reed Financial, Inc. position peaked at $37K in Q4 2018.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Meeder Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.