Pittenger & Anderson Inc’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,356
| Closed | -$34K | – | 428 |
|
|
2021
Q1 | $34K | Hold |
1,356
| – | – | ﹤0.01% | 272 |
|
|
2020
Q4 | $35K | Hold |
1,356
| – | – | ﹤0.01% | 267 |
|
|
2020
Q3 | $20K | Hold |
1,356
| – | – | ﹤0.01% | 281 |
|
|
2020
Q2 | $21K | Hold |
1,356
| – | – | ﹤0.01% | 281 |
|
|
2020
Q1 | $15K | Hold |
1,356
| – | – | ﹤0.01% | 284 |
|
|
2019
Q4 | $23K | Hold |
1,356
| – | – | ﹤0.01% | 297 |
|
|
2019
Q3 | $23K | Hold |
1,356
| – | – | ﹤0.01% | 295 |
|
|
2019
Q2 | $23K | Hold |
1,356
| – | – | ﹤0.01% | 293 |
|
|
2019
Q1 | $23K | Hold |
1,356
| – | – | ﹤0.01% | 302 |
|
|
2018
Q4 | $25K | Hold |
1,356
| – | – | ﹤0.01% | 280 |
|
|
2018
Q3 | $29K | Hold |
1,356
| – | – | ﹤0.01% | 285 |
|
|
2018
Q2 | $24K | Hold |
1,356
| – | – | ﹤0.01% | 296 |
|
|
2018
Q1 | $27K | Hold |
1,356
| – | – | ﹤0.01% | 291 |
|
|
2017
Q4 | $30K | Hold |
1,356
| – | – | ﹤0.01% | 300 |
|
|
2017
Q3 | $27K | Hold |
1,356
| – | – | ﹤0.01% | 296 |
|
|
2017
Q2 | $26K | Hold |
1,356
| – | – | ﹤0.01% | 300 |
|
|
2017
Q1 | $23K | Hold |
1,356
| – | – | ﹤0.01% | 294 |
|
|
2016
Q4 | $26K | Hold |
1,356
| – | – | ﹤0.01% | 302 |
|
|
2016
Q3 | $25K | Hold |
1,356
| – | – | ﹤0.01% | 301 |
|
|
2016
Q2 | $23K | Hold |
1,356
| – | – | ﹤0.01% | 299 |
|
|
2016
Q1 | $32K | Hold |
1,356
| – | – | ﹤0.01% | 313 |
|
|
2015
Q4 | $39K | Hold |
1,356
| – | – | ﹤0.01% | 318 |
|
|
2015
Q3 | $47K | Hold |
1,356
| – | – | 0.01% | 307 |
|
|
2015
Q2 | $64K | Hold |
1,356
| – | – | 0.01% | 303 |
|
|
2015
Q1 | $67K | Hold |
1,356
| – | – | 0.01% | 299 |
|
|
2014
Q4 | $68K | Hold |
1,356
| – | – | 0.01% | 292 |
|
|
2014
Q3 | $70K | Hold |
1,356
| – | – | 0.01% | 265 |
|
|
2014
Q2 | $85K | Buy |
+1,356
| New | +$87.7K | 0.01% | 266 |
|
Other funds holding WDR
Pittenger & Anderson Inc's WDR Position: Q2 2021 in Review
Pittenger & Anderson Inc sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 1,356 shares — an estimated $34K sold.
Pittenger & Anderson Inc first reported a position in WDR in Q2 2014 and held it in 28 quarters. The position peaked at $85K in Q2 2014. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- Pittenger & Anderson Inc reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- Pittenger & Anderson Inc sold 1,356 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $34K.
- Pittenger & Anderson Inc first reported a position in Waddell & Reed Financial, Inc. in Q2 2014 and held it in 28 quarters.
- Pittenger & Anderson Inc's Waddell & Reed Financial, Inc. position peaked at $85K in Q2 2014.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on Pittenger & Anderson Inc's 13F filing for Q2 2021, filed 13 Aug 2021.