SPIA
WDR

Steward Partners Investment Advisory’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Steward Partners Investment Advisory’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
2020
Q1 		– Sell
-500
Closed -$8K – 2792
2019
Q4 		$8K Hold
500
– – ﹤0.01% 2126
2019
Q3 		$8K Hold
500
– – ﹤0.01% 2113
2019
Q2 		$8K Buy
+500
New +$8.72K ﹤0.01% 2100

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Partners Investment Advisory's WDR Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2020, closing a stake of 500 shares — an estimated $8K sold.

Steward Partners Investment Advisory first reported a position in WDR in Q2 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 213 funds tracked by Wall St. Rank hold WDR as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 500 Waddell & Reed Financial, Inc. shares in Q1 2020, an estimated $8K.
  • Steward Partners Investment Advisory first reported a position in Waddell & Reed Financial, Inc. in Q2 2019 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Waddell & Reed Financial, Inc. position peaked at $8K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.