TD Asset Management
WDR

TD Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

TD Asset Management’s Portfolio WDR Stock Details WDR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-90,100
Closed -$2.26M – 1632
2021
Q1 		$2.26M Buy
+90,100
New +$2.26M ﹤0.01% 1077
2020
Q4 		– Sell
-92,200
Closed -$1.37M – 1498
2020
Q3 		$1.37M Buy
92,200
+62,200
+207% +$924K ﹤0.01% 1006
2020
Q2 		$465K Buy
+30,000
New +$465K ﹤0.01% 1227
2018
Q1 		– Sell
-74,220
Closed -$1.66M – 1385
2017
Q4 		$1.66M Buy
74,220
+1,600
+2% +$35.7K ﹤0.01% 926
2017
Q3 		$1.46M Buy
72,620
+3,700
+5% +$74.2K ﹤0.01% 950
2017
Q2 		$1.3M Sell
68,920
-800
-1% -$15.1K ﹤0.01% 980
2017
Q1 		$1.19M Buy
69,720
+26,320
+61% +$447K ﹤0.01% 1003
2016
Q4 		$847K Hold
43,400
– – ﹤0.01% 1052
2016
Q3 		$788K Sell
43,400
-19,970
-32% -$363K ﹤0.01% 1060
2016
Q2 		$1.09M Buy
63,370
+6,900
+12% +$119K ﹤0.01% 951
2016
Q1 		$1.33M Buy
56,470
+34,300
+155% +$807K ﹤0.01% 911
2015
Q4 		$635K Buy
22,170
+5,000
+29% +$143K ﹤0.01% 1049
2015
Q3 		$597K Buy
17,170
+600
+4% +$20.9K ﹤0.01% 1033
2015
Q2 		$784K Sell
16,570
-1,700
-9% -$80.4K ﹤0.01% 1013
2015
Q1 		$905K Buy
18,270
+1,862
+11% +$92.2K ﹤0.01% 969
2014
Q4 		$817K Buy
16,408
+7,508
+84% +$374K ﹤0.01% 981
2014
Q3 		$460K Buy
8,900
+1,500
+20% +$77.5K ﹤0.01% 1061
2014
Q2 		$463K Sell
7,400
-2,700
-27% -$169K ﹤0.01% 1054
2014
Q1 		$744K Buy
10,100
+1,100
+12% +$81K ﹤0.01% 942
2013
Q4 		$586K Buy
9,000
+1,500
+20% +$97.7K ﹤0.01% 979
2013
Q3 		$386K Hold
7,500
– – ﹤0.01% 1040
2013
Q2 		$326K Buy
+7,500
New +$326K ﹤0.01% 1021