Mutual of America Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,304
| Closed | -$208K | – | 1688 |
|
|
2021
Q1 | $208K | Buy |
8,304
+494
| +6% | +$12.4K | ﹤0.01% | 1355 |
|
|
2020
Q4 | $199K | Sell |
7,810
-58
| -0.7% | -$1.12K | ﹤0.01% | 1288 |
|
|
2020
Q3 | $117K | Buy |
7,868
+4,693
| +148% | +$71.6K | ﹤0.01% | 1357 |
|
|
2020
Q2 | $49K | Buy |
3,175
+95
| +3% | +$1.3K | ﹤0.01% | 1344 |
|
|
2020
Q1 | $35K | Buy |
3,080
+570
| +23% | +$8.5K | ﹤0.01% | 1370 |
|
|
2019
Q4 | $42K | Sell |
2,510
-196
| -7% | -$3.19K | ﹤0.01% | 1401 |
|
|
2019
Q3 | $46K | Buy |
2,706
+15
| +0.6% | +$251 | ﹤0.01% | 1356 |
|
|
2019
Q2 | $45K | Buy |
2,691
+514
| +24% | +$8.96K | ﹤0.01% | 1367 |
|
|
2019
Q1 | $38K | Buy |
2,177
+223
| +11% | +$3.93K | ﹤0.01% | 1361 |
|
|
2018
Q4 | $35K | Buy |
1,954
+433
| +28% | +$8.43K | ﹤0.01% | 1325 |
|
|
2018
Q3 | $32K | Buy |
1,521
+1,220
| +405% | +$24.5K | ﹤0.01% | 1351 |
|
|
2018
Q2 | $5K | Buy |
+301
| New | +$5.86K | ﹤0.01% | 1425 |
|
|
2017
Q2 | – | Sell |
-67,713
| Closed | -$1.15M | – | 1225 |
|
|
2017
Q1 | $1.15M | Buy |
67,713
+6,256
| +10% | +$115K | 0.02% | 1040 |
|
|
2016
Q4 | $1.2M | Sell |
61,457
-1,976
| -3% | -$36.8K | 0.02% | 977 |
|
|
2016
Q3 | $1.15M | Buy |
63,433
+4,646
| +8% | +$84.7K | 0.02% | 980 |
|
|
2016
Q2 | $1.01M | Buy |
58,787
+373
| +0.6% | +$7.61K | 0.02% | 1006 |
|
|
2016
Q1 | $1.38M | Buy |
58,414
+3,049
| +6% | +$74.1K | 0.03% | 860 |
|
|
2015
Q4 | $1.59M | Sell |
55,365
-299
| -0.5% | -$10.3K | 0.04% | 786 |
|
|
2015
Q3 | $1.94M | Buy |
55,664
+1,373
| +3% | +$56.7K | 0.05% | 671 |
|
|
2015
Q2 | $2.57M | Buy |
54,291
+1,003
| +2% | +$48.9K | 0.06% | 571 |
|
|
2015
Q1 | $2.64M | Buy |
53,288
+541
| +1% | +$25.9K | 0.06% | 558 |
|
|
2014
Q4 | $2.63M | Sell |
52,747
-153
| -0.3% | -$7.3K | 0.06% | 551 |
|
|
2014
Q3 | $2.73M | Buy |
52,900
+194
| +0.4% | +$10.8K | 0.07% | 484 |
|
|
2014
Q2 | $3.3M | Sell |
52,706
-31
| -0.1% | -$2.01K | 0.08% | 397 |
|
|
2014
Q1 | $3.88M | Buy |
52,737
+539
| +1% | +$37K | 0.09% | 309 |
|
|
2013
Q4 | $3.4M | Buy |
52,198
+660
| +1% | +$40.4K | 0.08% | 370 |
|
|
2013
Q3 | $2.65M | Sell |
51,538
-139
| -0.3% | -$6.92K | 0.07% | 444 |
|
|
2013
Q2 | $2.25M | Buy |
+51,677
| New | +$2.28M | 0.07% | 490 |
|
Other funds holding WDR
Mutual of America Capital Management's WDR Position: Q2 2021 in Review
Mutual of America Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 8,304 shares — an estimated $208K sold.
Mutual of America Capital Management first reported a position in WDR in Q2 2013 and held it in 28 quarters. The position peaked at $3.88M in Q1 2014. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- Mutual of America Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- Mutual of America Capital Management sold 8,304 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $208K.
- Mutual of America Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 28 quarters.
- Mutual of America Capital Management's Waddell & Reed Financial, Inc. position peaked at $3.88M in Q1 2014.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on Mutual of America Capital Management's 13F filing for Q2 2021, filed 6 Aug 2021.