Nisa Investment Advisors’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 |
-40,300
| Closed | -$1.01K | – | 2425 |
|
|
2021
Q1 | $1.01K | Buy |
40,300
+4,300
| +12% | +$108K | 0.01% | 947 |
|
|
2020
Q4 | $917K | Sell |
36,000
-5,030
| -12% | -$96.9K | 0.01% | 965 |
|
|
2020
Q3 | $609K | Buy |
41,030
+4,000
| +11% | +$61K | ﹤0.01% | 982 |
|
|
2020
Q2 | $574K | Sell |
37,030
-2,000
| -5% | -$27.4K | 0.01% | 975 |
|
|
2020
Q1 | $444K | Sell |
39,030
-5,470
| -12% | -$81.6K | ﹤0.01% | 959 |
|
|
2019
Q4 | $744K | Sell |
44,500
-18,900
| -30% | -$308K | 0.01% | 982 |
|
|
2019
Q3 | $1.09M | Sell |
63,400
-40,600
| -39% | -$680K | 0.01% | 842 |
|
|
2019
Q2 | $1.73M | Buy |
104,000
+36,000
| +53% | +$628K | 0.02% | 682 |
|
|
2019
Q1 | $1.18M | Sell |
68,000
-3,000
| -4% | -$52.9K | 0.01% | 797 |
|
|
2018
Q4 | $1.28M | Sell |
71,000
-31,290
| -31% | -$610K | 0.01% | 693 |
|
|
2018
Q3 | $2.17M | Sell |
102,290
-1,160
| -1% | -$23.3K | 0.02% | 627 |
|
|
2018
Q2 | $1.86M | Buy |
103,450
+12,000
| +13% | +$233K | 0.02% | 625 |
|
|
2018
Q1 | $1.84M | Sell |
91,450
-4,540
| -5% | -$95.9K | 0.02% | 627 |
|
|
2017
Q4 | $2.14M | Sell |
95,990
-3,600
| -4% | -$73.3K | 0.02% | 585 |
|
|
2017
Q3 | $2M | Buy |
99,590
+8,700
| +10% | +$167K | 0.02% | 579 |
|
|
2017
Q2 | $1.67M | Sell |
90,890
-48,220
| -35% | -$847K | 0.02% | 650 |
|
|
2017
Q1 | $2.37M | Buy |
139,110
+8,260
| +6% | +$151K | 0.03% | 554 |
|
|
2016
Q4 | $2.55M | Buy |
130,850
+61,200
| +88% | +$1.14M | 0.03% | 522 |
|
|
2016
Q3 | $1.26M | Buy |
69,650
+39,950
| +135% | +$728K | 0.02% | 715 |
|
|
2016
Q2 | $511K | Sell |
29,700
-18,030
| -38% | -$368K | 0.01% | 975 |
|
|
2016
Q1 | $1.12M | Sell |
47,730
-41,000
| -46% | -$996K | 0.02% | 706 |
|
|
2015
Q4 | $2.54M | Buy |
88,730
+22,000
| +33% | +$756K | 0.04% | 464 |
|
|
2015
Q3 | $2.35M | Buy |
66,730
+19,000
| +40% | +$785K | 0.04% | 481 |
|
|
2015
Q2 | $2.26M | Hold |
47,730
| – | – | 0.03% | 515 |
|
|
2015
Q1 | $2.37M | Buy |
47,730
+100
| +0.2% | +$4.78K | 0.03% | 525 |
|
|
2014
Q4 | $2.37M | Sell |
47,630
-9,300
| -16% | -$444K | 0.03% | 524 |
|
|
2014
Q3 | $2.94M | Sell |
56,930
-600
| -1% | -$33.4K | 0.04% | 431 |
|
|
2014
Q2 | $3.6M | Hold |
57,530
| – | – | 0.05% | 367 |
|
|
2014
Q1 | $4.24M | Sell |
57,530
-5,000
| -8% | -$343K | 0.06% | 317 |
|
|
2013
Q4 | $4.07M | Buy |
62,530
+600
| +1% | +$36.7K | 0.06% | 313 |
|
|
2013
Q3 | $3.19M | Sell |
61,930
-2,300
| -4% | -$114K | 0.05% | 376 |
|
|
2013
Q2 | $2.79M | Buy |
+64,230
| New | +$2.83M | 0.04% | 402 |
|
Other funds holding WDR
Nisa Investment Advisors's WDR Position: Q2 2021 in Review
Nisa Investment Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 40,300 shares — an estimated $1.01K sold.
Nisa Investment Advisors first reported a position in WDR in Q2 2013 and held it in 32 quarters. The position peaked at $4.24M in Q1 2014. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- Nisa Investment Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- Nisa Investment Advisors sold 40,300 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $1.01K.
- Nisa Investment Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 32 quarters.
- Nisa Investment Advisors's Waddell & Reed Financial, Inc. position peaked at $4.24M in Q1 2014.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on Nisa Investment Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.