Salem Investment Counselors’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 |
-174
| Closed | -$4K | – | 987 |
|
|
2021
Q1 | $4K | Hold |
174
| – | – | ﹤0.01% | 777 |
|
|
2020
Q4 | $4K | Hold |
174
| – | – | ﹤0.01% | 732 |
|
|
2020
Q3 | $3K | Hold |
174
| – | – | ﹤0.01% | 645 |
|
|
2020
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 641 |
|
|
2020
Q1 | $2K | Hold |
174
| – | – | ﹤0.01% | 639 |
|
|
2019
Q4 | $3K | Hold |
174
| – | – | ﹤0.01% | 648 |
|
|
2019
Q3 | $3K | Hold |
174
| – | – | ﹤0.01% | 606 |
|
|
2019
Q2 | $3K | Buy |
+174
| New | +$3.03K | ﹤0.01% | 628 |
|
|
2018
Q3 | – | Sell |
-174
| Closed | -$3K | – | 547 |
|
|
2018
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 489 |
|
|
2018
Q1 | $3K | Hold |
174
| – | – | ﹤0.01% | 501 |
|
|
2017
Q4 | $4K | Hold |
174
| – | – | ﹤0.01% | 503 |
|
|
2017
Q3 | $3K | Hold |
174
| – | – | ﹤0.01% | 518 |
|
|
2017
Q2 | $3K | Buy |
+174
| New | +$3.06K | ﹤0.01% | 560 |
|
|
2017
Q1 | – | Sell |
-174
| Closed | -$3K | – | 713 |
|
|
2016
Q4 | $3K | Hold |
174
| – | – | ﹤0.01% | 603 |
|
|
2016
Q3 | $32 | Buy |
+174
| New | +$3.17K | ﹤0.01% | 466 |
|
Other funds holding WDR
Salem Investment Counselors's WDR Position: Q2 2021 in Review
Salem Investment Counselors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 174 shares — an estimated $4K sold.
Salem Investment Counselors first reported a position in WDR in Q3 2016 and held it in 15 quarters. The position peaked at $4K in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- Salem Investment Counselors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- Salem Investment Counselors sold 174 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $4K.
- Salem Investment Counselors first reported a position in Waddell & Reed Financial, Inc. in Q3 2016 and held it in 15 quarters.
- Salem Investment Counselors's Waddell & Reed Financial, Inc. position peaked at $4K in Q1 2021.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on Salem Investment Counselors's 13F filing for Q2 2021, filed 17 Aug 2021.