OR
WDR

Olympiad Research’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Olympiad Research’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
2020
Q2 		– Sell
-20,787
Closed -$237K – 432
2020
Q1 		$237K Buy
+20,787
New +$310K 0.24% 156

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Olympiad Research's WDR Position: Q2 2020 in Review

Olympiad Research sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2020, closing a stake of 20,787 shares — an estimated $237K sold.

Olympiad Research first reported a position in WDR in Q1 2020 and held it in 1 quarter. The position peaked at $237K in Q1 2020. 219 funds tracked by Wall St. Rank hold WDR as of Q2 2020.

  • Olympiad Research reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2020 after selling out during the quarter.
  • Olympiad Research sold 20,787 Waddell & Reed Financial, Inc. shares in Q2 2020, an estimated $237K.
  • Olympiad Research first reported a position in Waddell & Reed Financial, Inc. in Q1 2020 and held it in 1 quarter.
  • Olympiad Research's Waddell & Reed Financial, Inc. position peaked at $237K in Q1 2020.
  • 219 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2020.

Based on Olympiad Research's 13F filing for Q2 2020, filed 6 Aug 2020.