Royce & Associates’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.38M | Sell |
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|
2020
Q4 | $2.15M | Sell |
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|
2020
Q3 | $11.4M | Buy |
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|
2020
Q2 | $10.1M | Buy |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.5M | Sell |
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|
2019
Q3 | $2.65M | Buy |
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|
2019
Q2 | $2.36M | Buy |
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|
2019
Q1 | $2.15M | Buy |
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|
2018
Q4 | $1.69M | Sell |
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|
2018
Q3 | $2.05M | Buy |
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|
2018
Q2 | $1.72M | Buy |
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|
2018
Q1 | $1.93M | Buy |
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|
2017
Q4 | $2.13M | Sell |
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|
2017
Q3 | $1.98M | Sell |
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|
2017
Q2 | $1.93M | Hold |
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|
2017
Q1 | $1.74M | Hold |
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|
2016
Q4 | $2M | Buy |
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|
2016
Q3 | $610K | Hold |
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|
2016
Q2 | $579K | Hold |
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|
2016
Q1 | $791K | Sell |
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|
2015
Q4 | $24.6M | Sell |
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|
2015
Q3 | $54.5M | Sell |
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|
2015
Q2 | $98.7M | Buy |
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|
2015
Q1 | $83.7M | Buy |
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|
2014
Q4 | $36.6M | Buy |
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|
2014
Q3 | $15.5M | Sell |
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|
2014
Q2 | $39.2M | Buy |
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|
2014
Q1 | $39.5M | Sell |
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|
2013
Q4 | $41.6M | Sell |
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|
2013
Q3 | $41.2M | Sell |
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|
2013
Q2 | $51.6M | Buy |
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