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

Synovus Financial’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 Q3	–	Sell	-3,622	Closed	-$56K	–	1593
2020 Q2	$56K	Hold	3,622	–	–	﹤0.01%	883
2020 Q1	$41K	Hold	3,622	–	–	﹤0.01%	1167
2019 Q4	$61K	Hold	3,622	–	–	﹤0.01%	902
2019 Q3	$62K	Hold	3,622	–	–	﹤0.01%	860
2019 Q2	$60K	Hold	3,622	–	–	﹤0.01%	800
2019 Q1	$63K	Hold	3,622	–	–	﹤0.01%	780
2018 Q4	$65K	Hold	3,622	–	–	﹤0.01%	735
2018 Q3	$77K	Hold	3,622	–	–	﹤0.01%	755
2018 Q2	$65K	Hold	3,622	–	–	﹤0.01%	745
2018 Q1	$73K	Buy	+3,622	New	+$76.5K	﹤0.01%	723
2017 Q2	–	Sell	-3,622	Closed	-$62K	–	1167
2017 Q1	$62K	Hold	3,622	–	–	﹤0.01%	703
2016 Q4	$71K	Hold	3,622	–	–	﹤0.01%	671
2016 Q3	$66K	Sell	3,622 -270	-7%	-$4.92K	﹤0.01%	666
2016 Q2	$67K	Hold	3,892	–	–	﹤0.01%	626
2016 Q1	$91K	Hold	3,892	–	–	﹤0.01%	586
2015 Q4	$112K	Hold	3,892	–	–	﹤0.01%	540
2015 Q3	$135K	Hold	3,892	–	–	﹤0.01%	466
2015 Q2	$184K	Hold	3,892	–	–	﹤0.01%	432
2015 Q1	$192K	Hold	3,892	–	–	0.01%	449
2014 Q4	$193K	Hold	3,892	–	–	0.01%	450
2014 Q3	$201K	Hold	3,892	–	–	0.01%	432
2014 Q2	$244K	Hold	3,892	–	–	0.01%	380
2014 Q1	$287K	Hold	3,892	–	–	0.01%	360
2013 Q4	$254K	Hold	3,892	–	–	0.01%	357
2013 Q3	$200K	Buy	3,892 +270	+7%	+$13.4K	0.01%	379
2013 Q2	$158K	Buy	+3,622	New	+$160K	﹤0.01%	382

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Synovus Financial's WDR Position: Q3 2020 in Review

Synovus Financial sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2020, closing a stake of 3,622 shares — an estimated $56K sold.

Synovus Financial first reported a position in WDR in Q2 2013 and held it in 26 quarters. The position peaked at $287K in Q1 2014. 214 funds tracked by Wall St. Rank hold WDR as of Q3 2020.

Synovus Financial reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2020 after selling out during the quarter.
Synovus Financial sold 3,622 Waddell & Reed Financial, Inc. shares in Q3 2020, an estimated $56K.
Synovus Financial first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 26 quarters.
Synovus Financial's Waddell & Reed Financial, Inc. position peaked at $287K in Q1 2014.
214 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2020.

Based on Synovus Financial's 13F filing for Q3 2020, filed 9 Nov 2020.