SignatureFD’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 |
-82
| Closed | -$2K | – | 3148 |
|
|
2021
Q1 | $2K | Buy |
82
+26
| +46% | +$653 | ﹤0.01% | 2571 |
|
|
2020
Q4 | $1K | Buy |
+56
| New | +$1.08K | ﹤0.01% | 2528 |
|
|
2019
Q2 | – | Sell |
-105
| Closed | -$2K | – | 2217 |
|
|
2019
Q1 | $2K | Hold |
105
| – | – | ﹤0.01% | 1820 |
|
|
2018
Q4 | $2K | Hold |
105
| – | – | ﹤0.01% | 1773 |
|
|
2018
Q3 | $2K | Sell |
105
-60
| -36% | -$1.21K | ﹤0.01% | 1744 |
|
|
2018
Q2 | $3K | Sell |
165
-130
| -44% | -$2.53K | ﹤0.01% | 1689 |
|
|
2018
Q1 | $6K | Buy |
+295
| New | +$6.23K | ﹤0.01% | 1372 |
|
|
2016
Q4 | – | Sell |
-317
| Closed | -$6K | – | 1390 |
|
|
2016
Q3 | $6K | Buy |
+317
| New | +$5.78K | ﹤0.01% | 1200 |
|
|
2016
Q1 | – | Sell |
-60
| Closed | -$2K | – | 1484 |
|
|
2015
Q4 | $2K | Buy |
+60
| New | +$2.06K | ﹤0.01% | 1129 |
|
|
2015
Q3 | – | Sell |
-193
| Closed | -$9K | – | 1409 |
|
|
2015
Q2 | $9K | Hold |
193
| – | – | ﹤0.01% | 659 |
|
|
2015
Q1 | $10K | Hold |
193
| – | – | ﹤0.01% | 538 |
|
|
2014
Q4 | $10K | Sell |
193
-257
| -57% | -$12.3K | ﹤0.01% | 505 |
|
|
2014
Q3 | $23K | Buy |
+450
| New | +$25.1K | 0.01% | 348 |
|
Other funds holding WDR
SignatureFD's WDR Position: Q2 2021 in Review
SignatureFD sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 82 shares — an estimated $2K sold.
SignatureFD first reported a position in WDR in Q3 2014 and held it in 13 quarters. The position peaked at $23K in Q3 2014. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- SignatureFD reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- SignatureFD sold 82 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $2K.
- SignatureFD first reported a position in Waddell & Reed Financial, Inc. in Q3 2014 and held it in 13 quarters.
- SignatureFD's Waddell & Reed Financial, Inc. position peaked at $23K in Q3 2014.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on SignatureFD's 13F filing for Q2 2021, filed 26 Jul 2021.