Point72 Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-54,638
| Closed | -$911K | – | 1486 |
|
|
2019
Q2 | $911K | Sell |
54,638
-4,040
| -7% | -$67.4K | ﹤0.01% | 691 |
|
|
2019
Q1 | $1.02M | Buy |
+58,678
| New | +$1.02M | ﹤0.01% | 706 |
|
|
2018
Q4 | – | Sell |
-155,221
| Closed | -$3.29M | – | 1155 |
|
|
2018
Q3 | $3.29M | Buy |
155,221
+107,131
| +223% | +$2.27M | 0.01% | 553 |
|
|
2018
Q2 | $864K | Sell |
48,090
-38,550
| -44% | -$693K | ﹤0.01% | 682 |
|
|
2018
Q1 | $1.75M | Buy |
+86,640
| New | +$1.75M | 0.01% | 614 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 915 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 837 |
|