OPS
WDR

Orion Portfolio Solutions’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-63
Closed -$1K – 2324
2020
Q2 		$1K Buy
+63
New +$864 ﹤0.01% 2137

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Orion Portfolio Solutions's WDR Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2020, closing a stake of 63 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in WDR in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 214 funds tracked by Wall St. Rank hold WDR as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 63 Waddell & Reed Financial, Inc. shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Waddell & Reed Financial, Inc. in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Waddell & Reed Financial, Inc. position peaked at $1K in Q2 2020.
  • 214 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.