Qube Research & Technologies (QRT)
WDR

Qube Research & Technologies (QRT)’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Qube Research & Technologies (QRT)’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
-43,241
Closed -$1.08M – 3030
2021
Q1 		$1.08M Sell
43,241
-19,480
-31% -$489K 0.02% 815
2020
Q4 		$1.6M Buy
62,721
+49,499
+374% +$953K 0.02% 710
2020
Q3 		$196K Buy
+13,222
New +$202K ﹤0.01% 1403

Other funds holding WDR

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

Qube Research & Technologies (QRT)'s WDR Position: Q2 2021 in Review

Qube Research & Technologies (QRT) sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 43,241 shares — an estimated $1.08M sold.

Qube Research & Technologies (QRT) first reported a position in WDR in Q3 2020 and held it in 3 quarters. The position peaked at $1.6M in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Qube Research & Technologies (QRT) reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 43,241 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $1.08M.
  • Qube Research & Technologies (QRT) first reported a position in Waddell & Reed Financial, Inc. in Q3 2020 and held it in 3 quarters.
  • Qube Research & Technologies (QRT)'s Waddell & Reed Financial, Inc. position peaked at $1.6M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2021, filed 13 Aug 2021.