TCI Wealth Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-626
| Closed | -$16K | – | 2544 |
|
|
2021
Q1 | $16K | Buy |
626
+143
| +30% | +$3.59K | 0.01% | 648 |
|
|
2020
Q4 | $12K | Buy |
483
+66
| +16% | +$1.27K | 0.01% | 616 |
|
|
2020
Q3 | $6K | Buy |
417
+262
| +169% | +$4K | ﹤0.01% | 743 |
|
|
2020
Q2 | $2K | Buy |
+155
| New | +$2.13K | ﹤0.01% | 1175 |
|
|
2020
Q1 | – | Sell |
-103
| Closed | -$2K | – | 1861 |
|
|
2019
Q4 | $2K | Buy |
+103
| New | +$1.68K | ﹤0.01% | 1258 |
|
|
2019
Q3 | – | Sell |
-150
| Closed | -$3K | – | 1697 |
|
|
2019
Q2 | $3K | Buy |
+150
| New | +$2.62K | ﹤0.01% | 954 |
|
|
2018
Q4 | – | Sell |
-76
| Closed | -$2K | – | 1744 |
|
|
2018
Q3 | $2K | Hold |
76
| – | – | ﹤0.01% | 1118 |
|
|
2018
Q2 | $1K | Buy |
+76
| New | +$1.48K | ﹤0.01% | 1445 |
|
|
2016
Q1 | – | Sell |
-29
| Closed | -$1K | – | 1440 |
|
|
2015
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 990 |
|
|
2015
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 938 |
|
|
2015
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 928 |
|
|
2015
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 851 |
|
|
2014
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 848 |
|
|
2014
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 848 |
|
|
2014
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 789 |
|
|
2014
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 752 |
|
|
2013
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 739 |
|
|
2013
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 744 |
|
|
2013
Q2 | $1K | Buy |
+29
| New | +$1.28K | ﹤0.01% | 676 |
|
Other funds holding WDR
TCI Wealth Advisors's WDR Position: Q2 2021 in Review
TCI Wealth Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 626 shares — an estimated $16K sold.
TCI Wealth Advisors first reported a position in WDR in Q2 2013 and held it in 19 quarters. The position peaked at $16K in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- TCI Wealth Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- TCI Wealth Advisors sold 626 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $16K.
- TCI Wealth Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 19 quarters.
- TCI Wealth Advisors's Waddell & Reed Financial, Inc. position peaked at $16K in Q1 2021.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on TCI Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.