Unison 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 |
-17,284
| Closed | -$433K | – | 198 |
|
|
2021
Q1 | $433K | Buy |
17,284
+170
| +1% | +$4.27K | 0.08% | 116 |
|
|
2020
Q4 | $436K | Buy |
17,114
+271
| +2% | +$5.22K | 0.1% | 85 |
|
|
2020
Q3 | $250K | Buy |
16,843
+279
| +2% | +$4.26K | 0.07% | 115 |
|
|
2020
Q2 | $257K | Buy |
16,564
+368
| +2% | +$5.05K | 0.09% | 104 |
|
|
2020
Q1 | $185K | Buy |
16,196
+238
| +1% | +$3.55K | 0.2% | 107 |
|
|
2019
Q4 | $266K | Buy |
15,958
+250
| +2% | +$4.07K | 0.19% | 125 |
|
|
2019
Q3 | $270K | Buy |
15,708
+232
| +1% | +$3.89K | 0.21% | 104 |
|
|
2019
Q2 | $258K | Buy |
15,476
+215
| +1% | +$3.75K | 0.19% | 121 |
|
|
2019
Q1 | $264K | Buy |
15,261
+207
| +1% | +$3.65K | 0.2% | 120 |
|
|
2018
Q4 | $272K | Buy |
15,054
+177
| +1% | +$3.45K | 0.22% | 111 |
|
|
2018
Q3 | $316K | Buy |
14,877
+193
| +1% | +$3.88K | 0.22% | 111 |
|
|
2018
Q2 | $264K | Buy |
14,684
+182
| +1% | +$3.54K | 0.19% | 138 |
|
|
2018
Q1 | $293K | Buy |
14,502
+294
| +2% | +$6.21K | 0.22% | 102 |
|
|
2017
Q4 | $317K | Buy |
+14,208
| New | +$289K | 0.23% | 100 |
|
Other funds holding WDR
Unison Advisors's WDR Position: Q2 2021 in Review
Unison Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 17,284 shares — an estimated $433K sold.
Unison Advisors first reported a position in WDR in Q4 2017 and held it in 14 quarters. The position peaked at $436K in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- Unison Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- Unison Advisors sold 17,284 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $433K.
- Unison Advisors first reported a position in Waddell & Reed Financial, Inc. in Q4 2017 and held it in 14 quarters.
- Unison Advisors's Waddell & Reed Financial, Inc. position peaked at $436K in Q4 2020.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on Unison Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.