MTCM
WDR

Mint Tower Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Mint Tower Capital 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
-37,100
Closed -$920K – 444
2021
Q1 		$920K Buy
37,100
+27,100
+271% +$680K 0.09% 182
2020
Q4 		$3K Buy
+10,000
New +$193K ﹤0.01% 249

Other funds holding WDR

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

Mint Tower Capital Management's WDR Position: Q2 2021 in Review

Mint Tower Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 37,100 shares — an estimated $920K sold.

Mint Tower Capital Management first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $920K in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Mint Tower Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Mint Tower Capital Management sold 37,100 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $920K.
  • Mint Tower Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
  • Mint Tower Capital Management's Waddell & Reed Financial, Inc. position peaked at $920K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Mint Tower Capital Management's 13F filing for Q2 2021, filed 2 Aug 2021.