Seven Eight Capital’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Seven Eight Capital’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	-24,000	Closed	-$611K	–	756
2021 Q1	$611K	Hold	24,000	–	–	0.14%	236
2020 Q4	$611K	Buy	+24,000	New	+$462K	0.14%	239
2016 Q3	–	Sell	-11,200	Closed	-$193K	–	602
2016 Q2	$193K	Buy	+11,200	New	+$229K	0.07%	327
2016 Q1	–	Sell	-3,000	Closed	-$86K	–	717
2015 Q4	$86K	Buy	+3,000	New	+$103K	0.06%	374
2014 Q4	–	Sell	-100	Closed	-$5.17K	–	700
2014 Q3	$5.17K	Buy	+100	New	+$5.57K	﹤0.01%	482
2014 Q1	–	Sell	-900	Closed	-$59K	–	548
2013 Q4	$59K	Buy	+900	New	+$55.1K	0.07%	380

Other funds holding WDR

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Seven Eight Capital's WDR Position: Q2 2021 in Review

Seven Eight Capital sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 24,000 shares — an estimated $611K sold.

Seven Eight Capital first reported a position in WDR in Q4 2013 and held it in 6 quarters. The position peaked at $611K in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Seven Eight Capital reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Seven Eight Capital sold 24,000 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $611K.
Seven Eight Capital first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 6 quarters.
Seven Eight Capital's Waddell & Reed Financial, Inc. position peaked at $611K in Q1 2021.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Seven Eight Capital's 13F filing for Q2 2021, filed 13 Aug 2021.