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 $2.74B AUM 26.51% 1-Year Est. Return

Natixis Advisors's WDR Position: Q2 2021 in Review

Natixis Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 11,046 shares — an estimated $276K sold.

Natixis Advisors first reported a position in WDR in Q2 2013 and held it in 3 quarters. The position peaked at $2.33M in Q3 2013. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Natixis Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Natixis Advisors sold 11,046 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $276K.
Natixis Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 3 quarters.
Natixis Advisors's Waddell & Reed Financial, Inc. position peaked at $2.33M in Q3 2013.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Natixis Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.