PP
WDR

PDT Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History

PDT Partners’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
Q2 		– Sell
-15,722
Closed -$179K – 886
2020
Q1 		$179K Buy
+15,722
New +$234K 0.01% 572
2014
Q4 		– Sell
-17,449
Closed -$902K – 1209
2014
Q3 		$902K Sell
17,449
-62,121
-78% -$3.46M 0.02% 717
2014
Q2 		$4.98M Buy
79,570
+71,070
+836% +$4.6M 0.13% 185
2014
Q1 		$626K Buy
8,500
+100
+1% +$6.87K 0.02% 839
2013
Q4 		$547K Sell
8,400
-31,062
-79% -$1.9M 0.07% 386
2013
Q3 		$2.03M Buy
39,462
+900
+2% +$44.8K 0.06% 486
2013
Q2 		$1.68M Buy
+38,562
New +$1.7M 0.04% 624

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Burgundy Asset Management
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PDT Partners's WDR Position: Q2 2020 in Review

PDT Partners sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2020, closing a stake of 15,722 shares — an estimated $179K sold.

PDT Partners first reported a position in WDR in Q2 2013 and held it in 7 quarters. The position peaked at $4.98M in Q2 2014. 219 funds tracked by Wall St. Rank hold WDR as of Q2 2020.

  • PDT Partners reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2020 after selling out during the quarter.
  • PDT Partners sold 15,722 Waddell & Reed Financial, Inc. shares in Q2 2020, an estimated $179K.
  • PDT Partners first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 7 quarters.
  • PDT Partners's Waddell & Reed Financial, Inc. position peaked at $4.98M in Q2 2014.
  • 219 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2020.

Based on PDT Partners's 13F filing for Q2 2020, filed 14 Aug 2020.