Natixis Advisors
WDR

Natixis Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Natixis Advisors’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
-11,046
Closed -$276K – 1352
2021
Q1 		$276K Buy
+11,046
New +$277K ﹤0.01% 1236
2013
Q4 		– Sell
-45,255
Closed -$2.33M – 1187
2013
Q3 		$2.33M Sell
45,255
-345
-0.8% -$17.2K 0.04% 545
2013
Q2 		$1.98M Buy
+45,600
New +$2.01M 0.04% 560

Other funds holding WDR

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