Parallel Advisors
WDR

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

Parallel 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
-276
Closed -$7K – 3176
2021
Q1 		$7K Sell
276
-56
-17% -$1.41K ﹤0.01% 2096
2020
Q4 		$8K Buy
332
+56
+20% +$1.08K ﹤0.01% 1907
2020
Q3 		$4K Hold
276
– – ﹤0.01% 2155
2020
Q2 		$4K Buy
+276
New +$3.79K ﹤0.01% 2057
2020
Q1 		– Sell
-213
Closed -$4K – 2767
2019
Q4 		$4K Sell
213
-227
-52% -$3.7K ﹤0.01% 2076
2019
Q3 		$8K Sell
440
-1,931
-81% -$32.4K ﹤0.01% 1782
2019
Q2 		$40K Buy
2,371
+2,273
+2,319% +$39.6K ﹤0.01% 992
2019
Q1 		$2K Buy
+98
New +$1.73K ﹤0.01% 2137
2017
Q2 		– Sell
-150
Closed -$3K – 2256
2017
Q1 		$3K Hold
150
– – ﹤0.01% 1720
2016
Q4 		$3K Buy
+150
New +$2.79K ﹤0.01% 1570

Other funds holding WDR

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

Parallel Advisors's WDR Position: Q2 2021 in Review

Parallel Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 276 shares — an estimated $7K sold.

Parallel Advisors first reported a position in WDR in Q4 2016 and held it in 10 quarters. The position peaked at $40K in Q2 2019. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Parallel Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Parallel Advisors sold 276 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $7K.
  • Parallel Advisors first reported a position in Waddell & Reed Financial, Inc. in Q4 2016 and held it in 10 quarters.
  • Parallel Advisors's Waddell & Reed Financial, Inc. position peaked at $40K in Q2 2019.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Parallel Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.