WDR
SEI Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-68,345
| Closed | -$1.74M | – | 2681 |
|
|
2021
Q1 | $1.74M | Sell |
68,345
-13,993
| -17% | -$356K | ﹤0.01% | 1506 |
|
|
2020
Q4 | $2.1M | Sell |
82,338
-11,194
| -12% | -$285K | 0.01% | 1364 |
|
|
2020
Q3 | $1.39M | Buy |
93,532
+41,266
| +79% | +$612K | ﹤0.01% | 1453 |
|
|
2020
Q2 | $811K | Buy |
52,266
+300
| +0.6% | +$4.66K | ﹤0.01% | 1641 |
|
|
2020
Q1 | $591K | Buy |
51,966
+1,983
| +4% | +$22.6K | ﹤0.01% | 1687 |
|
|
2019
Q4 | $835K | Sell |
49,983
-13,080
| -21% | -$219K | ﹤0.01% | 1710 |
|
|
2019
Q3 | $1.08M | Sell |
63,063
-251
| -0.4% | -$4.31K | ﹤0.01% | 1573 |
|
|
2019
Q2 | $1.06M | Sell |
63,314
-37,711
| -37% | -$628K | ﹤0.01% | 1586 |
|
|
2019
Q1 | $1.77M | Buy |
101,025
+63,345
| +168% | +$1.11M | 0.01% | 1355 |
|
|
2018
Q4 | $717K | Buy |
37,680
+26,648
| +242% | +$507K | ﹤0.01% | 1641 |
|
|
2018
Q3 | $215K | Buy |
11,032
+8,752
| +384% | +$171K | ﹤0.01% | 1904 |
|
|
2018
Q2 | $41K | Sell |
2,280
-1,000
| -30% | -$18K | ﹤0.01% | 2573 |
|
|
2018
Q1 | $66K | Sell |
3,280
-41
| -1% | -$825 | ﹤0.01% | 2272 |
|
|
2017
Q4 | $75K | Buy |
3,321
+37
| +1% | +$836 | ﹤0.01% | 2235 |
|
|
2017
Q3 | $66K | Buy |
3,284
+1,592
| +94% | +$32K | ﹤0.01% | 2203 |
|
|
2017
Q2 | $32K | Sell |
1,692
-16,620
| -91% | -$314K | ﹤0.01% | 2347 |
|
|
2017
Q1 | $312K | Sell |
18,312
-45,361
| -71% | -$773K | ﹤0.01% | 1684 |
|
|
2016
Q4 | $1.24M | Sell |
63,673
-165
| -0.3% | -$3.22K | 0.01% | 1298 |
|
|
2016
Q3 | $1.16M | Sell |
63,838
-1,048
| -2% | -$19K | 0.01% | 1220 |
|
|
2016
Q2 | $1.12M | Buy |
64,886
+62,263
| +2,374% | +$1.07M | 0.01% | 1148 |
|
|
2016
Q1 | $62K | Buy |
2,623
+1,802
| +219% | +$42.6K | ﹤0.01% | 1792 |
|
|
2015
Q4 | $24K | Buy |
821
+360
| +78% | +$10.5K | ﹤0.01% | 2065 |
|
|
2015
Q3 | $16K | Sell |
461
-282
| -38% | -$9.79K | ﹤0.01% | 2106 |
|
|
2015
Q2 | $35K | Buy |
743
+265
| +55% | +$12.5K | ﹤0.01% | 1738 |
|
|
2015
Q1 | $22K | Sell |
478
-3,714
| -89% | -$171K | ﹤0.01% | 1798 |
|
|
2014
Q4 | $207K | Buy |
+4,192
| New | +$207K | ﹤0.01% | 1400 |
|