Susquehanna Fundamental Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Susquehanna Fundamental Investments’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	-119,112	Closed	-$2.98M	–	1846
2021 Q1	$2.98M	Buy	119,112 +17,243	+17%	+$433K	0.05%	502
2020 Q4	$2.6M	Buy	101,869 +65,972	+184%	+$1.27M	0.05%	540
2020 Q3	$533K	Buy	+35,897	New	+$548K	0.02%	854
2020 Q1	–	Sell	-33,700	Closed	-$563K	–	439
2019 Q4	$563K	Buy	33,700 +2,200	+7%	+$35.9K	0.07%	227
2019 Q3	$541K	Buy	+31,500	New	+$528K	0.07%	246
2019 Q1	–	Sell	-104,379	Closed	-$1.89M	–	447
2018 Q4	$1.89M	Sell	104,379 -4,209	-4%	-$82K	0.33%	102
2018 Q3	$2.3M	Buy	108,588 +54,783	+102%	+$1.1M	0.39%	87
2018 Q2	$967K	Buy	+53,805	New	+$1.05M	0.14%	198

Other funds holding WDR

LIM

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

Susquehanna Fundamental Investments's WDR Position: Q2 2021 in Review

Susquehanna Fundamental Investments sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 119,112 shares — an estimated $2.98M sold.

Susquehanna Fundamental Investments first reported a position in WDR in Q2 2018 and held it in 8 quarters. The position peaked at $2.98M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

Susquehanna Fundamental Investments reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
Susquehanna Fundamental Investments sold 119,112 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $2.98M.
Susquehanna Fundamental Investments first reported a position in Waddell & Reed Financial, Inc. in Q2 2018 and held it in 8 quarters.
Susquehanna Fundamental Investments's Waddell & Reed Financial, Inc. position peaked at $2.98M in Q1 2021.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2021, filed 11 Aug 2021.