Osaic Holdings’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Osaic Holdings’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	-13,159	Closed	-$330K	–	7316
2021 Q1	$330K	Buy	13,159 +93	+0.7%	+$2.33K	﹤0.01%	3293
2020 Q4	$333K	Sell	13,066 -618	-5%	-$11.9K	﹤0.01%	3027
2020 Q3	$202K	Buy	13,684 +4,492	+49%	+$68.5K	﹤0.01%	3251
2020 Q2	$142K	Sell	9,192 -691	-7%	-$9.48K	﹤0.01%	3420
2020 Q1	$113K	Buy	+9,883	New	+$147K	﹤0.01%	3371

Other funds holding WDR

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Osaic Holdings's WDR Position: Q2 2021 in Review

Osaic Holdings sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 13,159 shares — an estimated $330K sold.

Osaic Holdings first reported a position in WDR in Q1 2020 and held it in 5 quarters. The position peaked at $333K in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Osaic Holdings reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Osaic Holdings sold 13,159 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $330K.
Osaic Holdings first reported a position in Waddell & Reed Financial, Inc. in Q1 2020 and held it in 5 quarters.
Osaic Holdings's Waddell & Reed Financial, Inc. position peaked at $333K in Q4 2020.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Osaic Holdings's 13F filing for Q2 2021, filed 2 Aug 2021.