Simplex Trading’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 |
-72
| Closed | -$180K | – | 11094 |
|
|
2021
Q1 | $180K | Sell |
72
-157
| -69% | -$3.94K | ﹤0.01% | 4909 |
|
|
2020
Q4 | $583K | Buy |
229
+186
| +433% | +$3.58K | ﹤0.01% | 3219 |
|
|
2020
Q3 | $63K | Buy |
43
+18
| +72% | +$275 | ﹤0.01% | 5396 |
|
|
2020
Q2 | $38K | Sell |
25
-363
| -94% | -$4.98K | ﹤0.01% | 5740 |
|
|
2020
Q1 | $441K | Buy |
388
+238
| +159% | +$3.55K | ﹤0.01% | 2727 |
|
|
2019
Q4 | $250K | Sell |
150
-219
| -59% | -$3.57K | ﹤0.01% | 3515 |
|
|
2019
Q3 | $633K | Buy |
369
+317
| +610% | +$5.31K | ﹤0.01% | 2367 |
|
|
2019
Q2 | $86K | Buy |
52
+50
| +2,500% | +$872 | ﹤0.01% | 4348 |
|
|
2019
Q1 | $3K | Sell |
2
-110
| -98% | -$1.94K | ﹤0.01% | 6722 |
|
|
2018
Q4 | $202K | Sell |
112
-35
| -24% | -$682 | ﹤0.01% | 3156 |
|
|
2018
Q3 | $311K | Buy |
147
+40
| +37% | +$804 | ﹤0.01% | 3133 |
|
|
2018
Q2 | $192K | Sell |
107
-105
| -50% | -$2.04K | ﹤0.01% | 3535 |
|
|
2018
Q1 | $15K | Buy |
212
+196
| +1,225% | +$4.14K | ﹤0.01% | 3662 |
|
|
2017
Q4 | $2K | Sell |
16
-216
| -93% | -$4.4K | ﹤0.01% | 5333 |
|
|
2017
Q3 | $32K | Buy |
232
+48
| +26% | +$923 | ﹤0.01% | 2737 |
|
|
2017
Q2 | $54K | Sell |
184
-368
| -67% | -$6.46K | ﹤0.01% | 2336 |
|
|
2017
Q1 | $22K | Buy |
552
+175
| +46% | +$3.2K | ﹤0.01% | 3166 |
|
|
2016
Q4 | $11K | Buy |
377
+122
| +48% | +$2.27K | ﹤0.01% | 3683 |
|
|
2016
Q3 | $5K | Buy |
255
+127
| +99% | +$2.31K | ﹤0.01% | 4358 |
|
|
2016
Q2 | $4K | Buy |
+128
| New | +$2.61K | ﹤0.01% | 4524 |
|
|
2015
Q4 | – | Sell |
-54
| Closed | -$1K | – | 6428 |
|
|
2015
Q3 | $1K | Buy |
+54
| New | +$2.23K | ﹤0.01% | 5241 |
|
Other funds holding WDR
Simplex Trading's WDR Position: Q3 2020 in Review
Simplex Trading sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2020, closing a stake of 6,818 shares — an estimated $104K sold.
Simplex Trading first reported a position in WDR in Q2 2015 and held it in 12 quarters. The position peaked at $707K in Q4 2017. 214 funds tracked by Wall St. Rank hold WDR as of Q3 2020.
- Simplex Trading reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2020 after selling out during the quarter.
- Simplex Trading sold 6,818 Waddell & Reed Financial, Inc. shares in Q3 2020, an estimated $104K.
- Simplex Trading first reported a position in Waddell & Reed Financial, Inc. in Q2 2015 and held it in 12 quarters.
- Simplex Trading's Waddell & Reed Financial, Inc. position peaked at $707K in Q4 2017.
- 214 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2020.
Based on Simplex Trading's 13F filing for Q3 2020, filed 14 Oct 2020.