SIM
WDR

SummerHaven Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-26,405
Closed -$661K 198
2021
Q1
$661K Hold
26,405
0.4% 141
2020
Q4
$673K Buy
+26,405
New +$673K 0.52% 65