TMAM
WDR

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

Tokio Marine Asset Management’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
-427,580
Closed -$10.7M – 460
2021
Q1 		$10.7M Buy
427,580
+44,380
+12% +$1.11M 1.1% 30
2020
Q4 		$9.76M Buy
+383,200
New +$7.38M 1.06% 31

Other funds holding WDR

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

Tokio Marine Asset Management's WDR Position: Q2 2021 in Review

Tokio Marine Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 427,580 shares — an estimated $10.7M sold.

Tokio Marine Asset Management first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $10.7M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Tokio Marine Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Tokio Marine Asset Management sold 427,580 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $10.7M.
  • Tokio Marine Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
  • Tokio Marine Asset Management's Waddell & Reed Financial, Inc. position peaked at $10.7M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Tokio Marine Asset Management's 13F filing for Q2 2021, filed 12 Aug 2021.