Parallax Volatility Advisers
WDR

Parallax Volatility Advisers’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Parallax Volatility Advisers’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
2017
Q2 		– Sell
-3,000
Closed -$51K – 4461
2017
Q1 		$51K Buy
+3,000
New +$54.9K ﹤0.01% 2603

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Parallax Volatility Advisers's WDR Position: Q2 2019 in Review

Parallax Volatility Advisers sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2019, closing a stake of 20,451 shares — an estimated $354K sold.

Parallax Volatility Advisers first reported a position in WDR in Q1 2017 and held it in 9 quarters. The position peaked at $354K in Q1 2019. 231 funds tracked by Wall St. Rank hold WDR as of Q2 2019.

  • Parallax Volatility Advisers reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2019 after selling out during the quarter.
  • Parallax Volatility Advisers sold 20,451 Waddell & Reed Financial, Inc. shares in Q2 2019, an estimated $354K.
  • Parallax Volatility Advisers first reported a position in Waddell & Reed Financial, Inc. in Q1 2017 and held it in 9 quarters.
  • Parallax Volatility Advisers's Waddell & Reed Financial, Inc. position peaked at $354K in Q1 2019.
  • 231 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2019.

Based on Parallax Volatility Advisers's 13F filing for Q2 2019, filed 14 Aug 2019.