Private Advisor Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Private Advisor Group’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
2020 Q3	–	Sell	-4,602	Closed	-$71K	–	3842
2020 Q2	$71K	Buy	+4,602	New	+$63.1K	﹤0.01%	1904
2019 Q1	–	Sell	-10,376	Closed	-$188K	–	1626
2018 Q4	$188K	Sell	10,376 -622	-6%	-$12.1K	﹤0.01%	1221
2018 Q3	$233K	Buy	+10,998	New	+$221K	﹤0.01%	1363

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Advisor Group's WDR Position: Q3 2020 in Review

Private Advisor Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2020, closing a stake of 4,602 shares — an estimated $71K sold.

Private Advisor Group first reported a position in WDR in Q3 2018 and held it in 3 quarters. The position peaked at $233K in Q3 2018. 214 funds tracked by Wall St. Rank hold WDR as of Q3 2020.

Private Advisor Group reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 4,602 Waddell & Reed Financial, Inc. shares in Q3 2020, an estimated $71K.
Private Advisor Group first reported a position in Waddell & Reed Financial, Inc. in Q3 2018 and held it in 3 quarters.
Private Advisor Group's Waddell & Reed Financial, Inc. position peaked at $233K in Q3 2018.
214 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.