WDR
Public Sector Pension Investment Board (PSP Investments)’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-128,880
| Closed | -$3.23M | – | 1486 |
|
|
2021
Q1 | $3.23M | Sell |
128,880
-9,400
| -7% | -$235K | 0.02% | 709 |
|
|
2020
Q4 | $3.52M | Sell |
138,280
-5,980
| -4% | -$152K | 0.03% | 593 |
|
|
2020
Q3 | $2.14M | Sell |
144,260
-2,500
| -2% | -$37.1K | 0.02% | 807 |
|
|
2020
Q2 | $2.28M | Sell |
146,760
-10,800
| -7% | -$167K | 0.02% | 695 |
|
|
2020
Q1 | $1.79M | Sell |
157,560
-112,898
| -42% | -$1.28M | 0.02% | 663 |
|
|
2019
Q4 | $4.52M | Buy |
270,458
+84,898
| +46% | +$1.42M | 0.03% | 632 |
|
|
2019
Q3 | $3.19M | Buy |
185,560
+19,692
| +12% | +$338K | 0.02% | 768 |
|
|
2019
Q2 | $2.77M | Buy |
165,868
+96,100
| +138% | +$1.6M | 0.02% | 716 |
|
|
2019
Q1 | $1.21M | Sell |
69,768
-100
| -0.1% | -$1.73K | 0.01% | 934 |
|
|
2018
Q4 | $1.26M | Buy |
69,868
+12,300
| +21% | +$222K | 0.01% | 769 |
|
|
2018
Q3 | $1.22M | Buy |
57,568
+4,730
| +9% | +$100K | 0.01% | 820 |
|
|
2018
Q2 | $949K | Hold |
52,838
| – | – | 0.01% | 780 |
|
|
2018
Q1 | $1.07M | Hold |
52,838
| – | – | 0.01% | 689 |
|
|
2017
Q4 | $1.18M | Hold |
52,838
| – | – | 0.01% | 734 |
|
|
2017
Q3 | $1.06M | Buy |
52,838
+9,838
| +23% | +$197K | ﹤0.01% | 694 |
|
|
2017
Q2 | $812K | Buy |
+43,000
| New | +$812K | 0.01% | 769 |
|