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
Q1 		– Sell
-36,100
Closed -$919K – 1938
2020
Q4 		$919K Buy
+36,100
New +$695K 0.02% 502

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.