Mirae Asset Global Investments
WDR

Mirae Asset Global Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Mirae Asset Global Investments’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
Q1 		– Sell
-268,552
Closed -$6.84M – 1678
2020
Q4 		$6.84M Sell
268,552
-97,306
-27% -$1.87M 0.03% 587
2020
Q3 		$5.43M Buy
+365,858
New +$5.58M 0.03% 532

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments's WDR Position: Q1 2021 in Review

Mirae Asset Global Investments sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 268,552 shares — an estimated $6.84M sold.

Mirae Asset Global Investments first reported a position in WDR in Q3 2020 and held it in 2 quarters. The position peaked at $6.84M in Q4 2020. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

  • Mirae Asset Global Investments reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
  • Mirae Asset Global Investments sold 268,552 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $6.84M.
  • Mirae Asset Global Investments first reported a position in Waddell & Reed Financial, Inc. in Q3 2020 and held it in 2 quarters.
  • Mirae Asset Global Investments's Waddell & Reed Financial, Inc. position peaked at $6.84M in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on Mirae Asset Global Investments's 13F filing for Q1 2021, filed 13 May 2021.