PI
WDR

PEAK6 Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History

PEAK6 Investments’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
Q4 		– Sell
-16,000
Closed -$234K – 5378
2020
Q3 		$234K Sell
16,000
-19,900
-55% -$304K ﹤0.01% 3407
2020
Q2 		$557K Sell
35,900
-40,600
-53% -$557K ﹤0.01% 2571
2020
Q1 		$871K Buy
76,500
+75,500
+7,550% +$1.13M 0.01% 1632
2019
Q4 		$17K Buy
+1,000
New +$16.3K ﹤0.01% 3184

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PEAK6 Investments's WDR Position: Q1 2021 in Review

PEAK6 Investments sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 27,437 shares — an estimated $699K sold.

PEAK6 Investments first reported a position in WDR in Q3 2019 and held it in 6 quarters. The position peaked at $779K in Q1 2020. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

  • PEAK6 Investments reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
  • PEAK6 Investments sold 27,437 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $699K.
  • PEAK6 Investments first reported a position in Waddell & Reed Financial, Inc. in Q3 2019 and held it in 6 quarters.
  • PEAK6 Investments's Waddell & Reed Financial, Inc. position peaked at $779K in Q1 2020.
  • 199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on PEAK6 Investments's 13F filing for Q1 2021, filed 14 May 2021.