Tudor Investment Corp’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 |
-975,646
| Closed | -$24.4M | – | 2156 |
|
|
2021
Q1 | $24.4M | Buy |
975,646
+944,539
| +3,036% | +$23.7M | 0.49% | 28 |
|
|
2020
Q4 | $792K | Buy |
+31,107
| New | +$599K | 0.02% | 772 |
|
|
2020
Q2 | – | Sell |
-58,483
| Closed | -$666K | – | 1519 |
|
|
2020
Q1 | $666K | Sell |
58,483
-93,424
| -62% | -$1.39M | 0.06% | 378 |
|
|
2019
Q4 | $2.54M | Buy |
151,907
+69,209
| +84% | +$1.13M | 0.11% | 203 |
|
|
2019
Q3 | $1.42M | Buy |
82,698
+60,266
| +269% | +$1.01M | 0.05% | 401 |
|
|
2019
Q2 | $374K | Buy |
22,432
+12,004
| +115% | +$209K | 0.01% | 806 |
|
|
2019
Q1 | $180K | Sell |
10,428
-21,412
| -67% | -$377K | 0.01% | 1007 |
|
|
2018
Q4 | $576K | Buy |
+31,840
| New | +$620K | 0.01% | 553 |
|
|
2018
Q3 | – | Sell |
-14,519
| Closed | -$261K | – | 1336 |
|
|
2018
Q2 | $261K | Buy |
+14,519
| New | +$282K | 0.01% | 858 |
|
|
2017
Q2 | – | Sell |
-25,100
| Closed | -$427K | – | 1489 |
|
|
2017
Q1 | $427K | Buy |
25,100
+15,100
| +151% | +$276K | 0.01% | 776 |
|
|
2016
Q4 | $195K | Buy |
+10,000
| New | +$186K | 0.01% | 1234 |
|
|
2016
Q3 | – | Sell |
-21,300
| Closed | -$367K | – | 1817 |
|
|
2016
Q2 | $367K | Sell |
21,300
-13,420
| -39% | -$274K | 0.01% | 1044 |
|
|
2016
Q1 | $817K | Buy |
34,720
+4,919
| +17% | +$119K | 0.02% | 636 |
|
|
2015
Q4 | $854K | Buy |
+29,801
| New | +$1.02M | 0.02% | 541 |
|
|
2015
Q1 | – | Sell |
-24,181
| Closed | -$1.21M | – | 1682 |
|
|
2014
Q4 | $1.21M | Sell |
24,181
-10,500
| -30% | -$501K | 0.04% | 267 |
|
|
2014
Q3 | $1.79M | Buy |
34,681
+11,230
| +48% | +$625K | 0.06% | 146 |
|
|
2014
Q2 | $1.47M | Buy |
23,451
+19,651
| +517% | +$1.27M | 0.06% | 138 |
|
|
2014
Q1 | $280K | Sell |
3,800
-7,928
| -68% | -$545K | 0.01% | 856 |
|
|
2013
Q4 | $764K | Buy |
11,728
+5,328
| +83% | +$326K | 0.04% | 317 |
|
|
2013
Q3 | $329K | Sell |
6,400
-5,700
| -47% | -$284K | 0.01% | 553 |
|
|
2013
Q2 | $526K | Buy |
+12,100
| New | +$533K | 0.04% | 313 |
|
Other funds holding WDR
Tudor Investment Corp's WDR Position: Q2 2021 in Review
Tudor Investment Corp sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 975,646 shares — an estimated $24.4M sold.
Tudor Investment Corp first reported a position in WDR in Q2 2013 and held it in 21 quarters. The position peaked at $24.4M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- Tudor Investment Corp reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- Tudor Investment Corp sold 975,646 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $24.4M.
- Tudor Investment Corp first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 21 quarters.
- Tudor Investment Corp's Waddell & Reed Financial, Inc. position peaked at $24.4M in Q1 2021.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on Tudor Investment Corp's 13F filing for Q2 2021, filed 16 Aug 2021.