Public Sector Pension Investment Board (PSP Investments)
WDR

Public Sector Pension Investment Board (PSP Investments)’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Public Sector Pension Investment Board (PSP Investments)’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
-128,880
Closed -$3.23M – 1521
2021
Q1 		$3.23M Sell
128,880
-9,400
-7% -$236K 0.02% 733
2020
Q4 		$3.52M Sell
138,280
-5,980
-4% -$115K 0.03% 608
2020
Q3 		$2.14M Sell
144,260
-2,500
-2% -$38.1K 0.02% 827
2020
Q2 		$2.28M Sell
146,760
-10,800
-7% -$148K 0.02% 713
2020
Q1 		$1.79M Sell
157,560
-112,898
-42% -$1.68M 0.02% 684
2019
Q4 		$4.52M Buy
270,458
+84,898
+46% +$1.38M 0.03% 654
2019
Q3 		$3.19M Buy
185,560
+19,692
+12% +$330K 0.02% 792
2019
Q2 		$2.77M Buy
165,868
+96,100
+138% +$1.68M 0.02% 738
2019
Q1 		$1.21M Sell
69,768
-100
-0.1% -$1.76K 0.01% 971
2018
Q4 		$1.26M Buy
69,868
+12,300
+21% +$240K 0.01% 827
2018
Q3 		$1.22M Buy
57,568
+4,730
+9% +$95.1K 0.01% 888
2018
Q2 		$949K Hold
52,838
– – 0.01% 856
2018
Q1 		$1.07M Hold
52,838
– – 0.01% 742
2017
Q4 		$1.18M Hold
52,838
– – 0.01% 789
2017
Q3 		$1.06M Buy
52,838
+9,838
+23% +$189K ﹤0.01% 745
2017
Q2 		$812K Buy
+43,000
New +$755K 0.01% 816

Other funds holding WDR

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

Public Sector Pension Investment Board (PSP Investments)'s WDR Position: Q2 2021 in Review

Public Sector Pension Investment Board (PSP Investments) sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 128,880 shares — an estimated $3.23M sold.

Public Sector Pension Investment Board (PSP Investments) first reported a position in WDR in Q2 2017 and held it in 16 quarters. The position peaked at $4.52M in Q4 2019. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Public Sector Pension Investment Board (PSP Investments) reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Public Sector Pension Investment Board (PSP Investments) sold 128,880 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $3.23M.
  • Public Sector Pension Investment Board (PSP Investments) first reported a position in Waddell & Reed Financial, Inc. in Q2 2017 and held it in 16 quarters.
  • Public Sector Pension Investment Board (PSP Investments)'s Waddell & Reed Financial, Inc. position peaked at $4.52M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q2 2021, filed 13 Aug 2021.