Steve Schonfeld’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Steve Schonfeld’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	-13,475	Closed	-$338K	–	2541
2021 Q1	$338K	Sell	13,475 -6,925	-34%	-$174K	﹤0.01%	1293
2020 Q4	$520K	Sell	20,400 -23,600	-54%	-$454K	0.01%	1026
2020 Q3	$654K	Buy	+44,000	New	+$671K	0.01%	829
2019 Q1	–	Sell	-20,000	Closed	-$362K	–	1395
2018 Q4	$362K	Buy	+20,000	New	+$390K	0.01%	768
2018 Q3	–	Sell	-55,200	Closed	-$992K	–	1101
2018 Q2	$992K	Buy	55,200 +14,386	+35%	+$280K	0.05%	394
2018 Q1	$825K	Buy	+40,814	New	+$862K	0.06%	371
2017 Q2	–	Sell	-82,585	Closed	-$1.4M	–	837
2017 Q1	$1.4M	Buy	82,585 +64,469	+356%	+$1.18M	0.14%	207
2016 Q4	$354K	Buy	+18,116	New	+$337K	0.05%	390

Other funds holding WDR

LIM

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

Steve Schonfeld's WDR Position: Q2 2021 in Review

Steve Schonfeld sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 13,475 shares — an estimated $338K sold.

Steve Schonfeld first reported a position in WDR in Q4 2016 and held it in 8 quarters. The position peaked at $1.4M in Q1 2017. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Steve Schonfeld reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Steve Schonfeld sold 13,475 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $338K.
Steve Schonfeld first reported a position in Waddell & Reed Financial, Inc. in Q4 2016 and held it in 8 quarters.
Steve Schonfeld's Waddell & Reed Financial, Inc. position peaked at $1.4M in Q1 2017.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.