PFGIA
WDR

Patriot Financial Group Insurance Agency’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Patriot Financial Group Insurance Agency’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
-379
Closed -$9K – 2201
2021
Q1 		$9K Hold
379
– – ﹤0.01% 1407
2020
Q4 		$10K Hold
379
– – ﹤0.01% 1244
2020
Q3 		$6K Hold
379
– – ﹤0.01% 1203
2020
Q2 		$6K Buy
379
+74
+24% +$1.01K ﹤0.01% 1155
2020
Q1 		$3K Buy
+305
New +$4.55K ﹤0.01% 1261

Other funds holding WDR

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

Patriot Financial Group Insurance Agency's WDR Position: Q2 2021 in Review

Patriot Financial Group Insurance Agency sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 379 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in WDR in Q1 2020 and held it in 5 quarters. The position peaked at $10K in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 379 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $9K.
  • Patriot Financial Group Insurance Agency first reported a position in Waddell & Reed Financial, Inc. in Q1 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Waddell & Reed Financial, Inc. position peaked at $10K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2021, filed 30 Jul 2021.