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 |
-9
| Closed | -$22K | – | 11095 |
|
|
2021
Q1 | $22K | Sell |
9
-85
| -90% | -$2.13K | ﹤0.01% | 7401 |
|
|
2020
Q4 | $239K | Sell |
94
-48
| -34% | -$924 | ﹤0.01% | 4374 |
|
|
2020
Q3 | $210K | Buy |
142
+101
| +246% | +$1.54K | ﹤0.01% | 4047 |
|
|
2020
Q2 | $63K | Sell |
41
-14
| -25% | -$192 | ﹤0.01% | 5287 |
|
|
2020
Q1 | $62K | Sell |
55
-21
| -28% | -$313 | ﹤0.01% | 4913 |
|
|
2019
Q4 | $127K | Sell |
76
-34
| -31% | -$554 | ﹤0.01% | 4264 |
|
|
2019
Q3 | $188K | Buy |
110
+104
| +1,733% | +$1.74K | ﹤0.01% | 3623 |
|
|
2019
Q2 | $10K | Buy |
6
+5
| +500% | +$87 | ﹤0.01% | 6137 |
|
|
2019
Q1 | $1K | Sell |
1
-69
| -99% | -$1.22K | ﹤0.01% | 6997 |
|
|
2018
Q4 | $126K | Buy |
70
+54
| +338% | +$1.05K | ﹤0.01% | 3627 |
|
|
2018
Q3 | $33K | Sell |
16
-84
| -84% | -$1.69K | ﹤0.01% | 5569 |
|
|
2018
Q2 | $179K | Sell |
100
-63
| -39% | -$1.23K | ﹤0.01% | 3622 |
|
|
2018
Q1 | $12K | Buy |
163
+117
| +254% | +$2.47K | ﹤0.01% | 3906 |
|
|
2017
Q4 | $1K | Sell |
46
-64
| -58% | -$1.3K | ﹤0.01% | 5771 |
|
|
2017
Q3 | $8K | Sell |
110
-38
| -26% | -$730 | ﹤0.01% | 4034 |
|
|
2017
Q2 | $13K | Sell |
148
-260
| -64% | -$4.57K | ﹤0.01% | 3772 |
|
|
2017
Q1 | $20K | Sell |
408
-201
| -33% | -$3.68K | ﹤0.01% | 3278 |
|
|
2016
Q4 | $71K | Buy |
609
+247
| +68% | +$4.59K | ﹤0.01% | 1816 |
|
|
2016
Q3 | $42K | Buy |
362
+355
| +5,071% | +$6.47K | ﹤0.01% | 2257 |
|
|
2016
Q2 | $1K | Sell |
7
-57
| -89% | -$1.16K | ﹤0.01% | 5550 |
|
|
2016
Q1 | $2K | Sell |
64
-24
| -27% | -$583 | ﹤0.01% | 4871 |
|
|
2015
Q4 | $22K | Buy |
+88
| New | +$3.02K | ﹤0.01% | 2612 |
|
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.