Meridian Wealth Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Meridian Wealth Partners’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	-77	Closed	-$2K	–	1482
2021 Q1	$2K	Buy	+77	New	+$1.93K	﹤0.01%	1093

Other funds holding WDR

LIM

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

Meridian Wealth Partners's WDR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 77 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in WDR in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Meridian Wealth Partners reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 77 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $2K.
Meridian Wealth Partners first reported a position in Waddell & Reed Financial, Inc. in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Waddell & Reed Financial, Inc. position peaked at $2K in Q1 2021.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.