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

Rockefeller 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
2021 Q2	–	Sell	-828	Closed	-$20K	–	3719
2021 Q1	$20K	Hold	828	–	–	﹤0.01%	2292
2020 Q4	$21K	Hold	828	–	–	﹤0.01%	2003
2020 Q3	$12K	Sell	828 -281	-25%	-$4.29K	﹤0.01%	1974
2020 Q2	$17K	Buy	1,109 +281	+34%	+$3.85K	﹤0.01%	1734
2020 Q1	$9K	Buy	828 +361	+77%	+$5.38K	﹤0.01%	1787
2019 Q4	$8K	Hold	467	–	–	﹤0.01%	1684
2019 Q3	$8K	Buy	467 +100	+27%	+$1.68K	﹤0.01%	1508
2019 Q2	$6K	Buy	+367	New	+$6.4K	﹤0.01%	1412

Other funds holding WDR

LIM

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

Rockefeller Capital Management's WDR Position: Q2 2021 in Review

Rockefeller Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 828 shares — an estimated $20K sold.

Rockefeller Capital Management first reported a position in WDR in Q2 2019 and held it in 8 quarters. The position peaked at $21K in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Rockefeller Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Rockefeller Capital Management sold 828 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $20K.
Rockefeller Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2019 and held it in 8 quarters.
Rockefeller Capital Management's Waddell & Reed Financial, Inc. position peaked at $21K in Q4 2020.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Rockefeller Capital Management's 13F filing for Q2 2021, filed 10 Aug 2021.