Quantinno Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Quantinno 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
2020 Q4	–	Sell	-20,023	Closed	-$297K	–	448
2020 Q3	$297K	Hold	20,023	–	–	0.2%	268
2020 Q2	$311K	Sell	20,023 -24,178	-55%	-$332K	0.31%	154
2020 Q1	$503K	Buy	44,201 +15,339	+53%	+$229K	0.31%	139
2019 Q4	$483K	Sell	28,862 -5,320	-16%	-$86.7K	0.3%	113
2019 Q3	$587K	Buy	+34,182	New	+$573K	0.4%	48
2019 Q2	–	Sell	-23,235	Closed	-$402K	–	544
2019 Q1	$402K	Buy	+23,235	New	+$409K	0.26%	172

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

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

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Quantinno Capital Management's WDR Position: Q4 2020 in Review

Quantinno Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 20,023 shares — an estimated $297K sold.

Quantinno Capital Management first reported a position in WDR in Q1 2019 and held it in 6 quarters. The position peaked at $587K in Q3 2019. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

Quantinno Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
Quantinno Capital Management sold 20,023 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $297K.
Quantinno Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2019 and held it in 6 quarters.
Quantinno Capital Management's Waddell & Reed Financial, Inc. position peaked at $587K in Q3 2019.
222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on Quantinno Capital Management's 13F filing for Q4 2020, filed 9 Feb 2021.