Point72 Asset Management
WDR

Point72 Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Point72 Asset Management’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
2019
Q3 		– Sell
-54,638
Closed -$911K – 1589
2019
Q2 		$911K Sell
54,638
-4,040
-7% -$70.4K ﹤0.01% 779
2019
Q1 		$1.01M Buy
+58,678
New +$1.03M ﹤0.01% 806
2018
Q4 		– Sell
-155,221
Closed -$3.29M – 1314
2018
Q3 		$3.29M Buy
155,221
+107,131
+223% +$2.15M 0.01% 681
2018
Q2 		$864K Sell
48,090
-38,550
-44% -$750K ﹤0.01% 844
2018
Q1 		$1.75M Buy
+86,640
New +$1.83M 0.01% 750

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Point72 Asset Management's WDR Position: Q3 2019 in Review

Point72 Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2019, closing a stake of 54,638 shares — an estimated $911K sold.

Point72 Asset Management first reported a position in WDR in Q1 2018 and held it in 5 quarters. The position peaked at $3.29M in Q3 2018. 234 funds tracked by Wall St. Rank hold WDR as of Q3 2019.

  • Point72 Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2019 after selling out during the quarter.
  • Point72 Asset Management sold 54,638 Waddell & Reed Financial, Inc. shares in Q3 2019, an estimated $911K.
  • Point72 Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2018 and held it in 5 quarters.
  • Point72 Asset Management's Waddell & Reed Financial, Inc. position peaked at $3.29M in Q3 2018.
  • 234 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2019.

Based on Point72 Asset Management's 13F filing for Q3 2019, filed 15 Nov 2019.