PCM
WDR

Prelude Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Prelude Capital 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
2021
Q2 		– Sell
-46,065
Closed -$1.15M – 2160
2021
Q1 		$1.15M Buy
+46,065
New +$1.16M 0.03% 543
2020
Q3 		– Sell
-445
Closed -$7K – 2578
2020
Q2 		$7K Buy
+445
New +$6.1K ﹤0.01% 1663
2016
Q1 		– Sell
-6,770
Closed -$194K – 1621
2015
Q4 		$194K Buy
+6,770
New +$233K 0.03% 583
2015
Q2 		– Sell
-3,100
Closed -$154K – 2165
2015
Q1 		$154K Sell
3,100
-300
-9% -$14.3K 0.02% 784
2014
Q4 		$169K Buy
3,400
+800
+31% +$38.2K 0.02% 738
2014
Q3 		$134K Buy
2,600
+2,175
+512% +$121K 0.02% 921
2014
Q2 		$27K Sell
425
-2,825
-87% -$183K ﹤0.01% 1664
2014
Q1 		$239K Buy
3,250
+175
+6% +$12K 0.03% 667
2013
Q4 		$200K Buy
3,075
+2,895
+1,608% +$177K 0.03% 621
2013
Q3 		$9K Buy
+180
New +$8.96K ﹤0.01% 1320

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Prelude Capital Management's WDR Position: Q2 2021 in Review

Prelude Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 46,065 shares — an estimated $1.15M sold.

Prelude Capital Management first reported a position in WDR in Q3 2013 and held it in 10 quarters. The position peaked at $1.15M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Prelude Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Prelude Capital Management sold 46,065 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $1.15M.
  • Prelude Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 10 quarters.
  • Prelude Capital Management's Waddell & Reed Financial, Inc. position peaked at $1.15M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Prelude Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.