PCG
WDR

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

Private Capital 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
2021
Q2 		– Sell
-667
Closed -$17K – 2205
2021
Q1 		$17K Sell
667
-386
-37% -$9.69K ﹤0.01% 1140
2020
Q4 		$27K Sell
1,053
-4
-0.4% -$77 0.01% 1062
2020
Q3 		$16K Buy
1,057
+162
+18% +$2.47K ﹤0.01% 1181
2020
Q2 		$14K Sell
895
-152
-15% -$2.08K ﹤0.01% 1235
2020
Q1 		$12K Buy
1,047
+294
+39% +$4.38K ﹤0.01% 1223
2019
Q4 		$12K Buy
753
+141
+23% +$2.3K ﹤0.01% 1285
2019
Q3 		$11K Buy
612
+143
+30% +$2.4K ﹤0.01% 1443
2019
Q2 		$8K Sell
469
-158
-25% -$2.75K ﹤0.01% 1495
2019
Q1 		$11K Buy
627
+17
+3% +$300 ﹤0.01% 1453
2018
Q4 		$11K Buy
610
+141
+30% +$2.75K ﹤0.01% 1363
2018
Q3 		$9K Hold
469
– – ﹤0.01% 1515
2018
Q2 		$8K Buy
+469
New +$9.12K ﹤0.01% 1513
2018
Q1 		– Sell
-67
Closed -$1 – 2220
2017
Q4 		$1 Buy
+67
New +$1.36K ﹤0.01% 2007

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Private Capital Group's WDR Position: Q2 2021 in Review

Private Capital Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 667 shares — an estimated $17K sold.

Private Capital Group first reported a position in WDR in Q4 2017 and held it in 13 quarters. The position peaked at $27K in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Private Capital Group reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Private Capital Group sold 667 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $17K.
  • Private Capital Group first reported a position in Waddell & Reed Financial, Inc. in Q4 2017 and held it in 13 quarters.
  • Private Capital Group's Waddell & Reed Financial, Inc. position peaked at $27K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Private Capital Group's 13F filing for Q2 2021, filed 26 Jul 2021.