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

OneDigital Investment 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	-8,144	Closed	-$204K	–	804
2021 Q1	$204K	Buy	8,144 +81	+1%	+$2.03K	0.01%	621
2020 Q4	$205K	Buy	+8,063	New	+$155K	0.01%	599
2020 Q1	–	Sell	-15,111	Closed	-$253K	–	654
2019 Q4	$253K	Buy	+15,111	New	+$246K	0.02%	462

Other funds holding WDR

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

OneDigital Investment Advisors's WDR Position: Q2 2021 in Review

OneDigital Investment Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 8,144 shares — an estimated $204K sold.

OneDigital Investment Advisors first reported a position in WDR in Q4 2019 and held it in 3 quarters. The position peaked at $253K in Q4 2019. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

OneDigital Investment Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
OneDigital Investment Advisors sold 8,144 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $204K.
OneDigital Investment Advisors first reported a position in Waddell & Reed Financial, Inc. in Q4 2019 and held it in 3 quarters.
OneDigital Investment Advisors's Waddell & Reed Financial, Inc. position peaked at $253K in Q4 2019.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on OneDigital Investment Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.