Truist Financial

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

Truist 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 Q4	–	Sell	-26,359	Closed	-$392K	–	2667
2020 Q3	$392K	Sell	26,359 -3,354	-11%	-$51.2K	﹤0.01%	1851
2020 Q2	$461K	Buy	+29,713	New	+$408K	﹤0.01%	1662
2016 Q4	–	Sell	-59,447	Closed	-$1.08M	–	868
2016 Q3	$1.08M	Buy	59,447 +1,402	+2%	+$25.5K	0.02%	457
2016 Q2	$999K	Buy	+58,045	New	+$1.18M	0.02%	473

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

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Capital World Investors

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

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return