VFA
WDR

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

Valeo Financial Advisors’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
2019
Q4 		– Sell
-3,044
Closed -$52K – 1768
2019
Q3 		$52K Buy
3,044
+42
+1% +$704 0.01% 592
2019
Q2 		$50K Buy
+3,002
New +$52.3K 0.01% 597

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Valeo Financial Advisors's WDR Position: Q4 2019 in Review

Valeo Financial Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2019, closing a stake of 3,044 shares — an estimated $52K sold.

Valeo Financial Advisors first reported a position in WDR in Q2 2019 and held it in 2 quarters. The position peaked at $52K in Q3 2019. 224 funds tracked by Wall St. Rank hold WDR as of Q4 2019.

  • Valeo Financial Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,044 Waddell & Reed Financial, Inc. shares in Q4 2019, an estimated $52K.
  • Valeo Financial Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2019 and held it in 2 quarters.
  • Valeo Financial Advisors's Waddell & Reed Financial, Inc. position peaked at $52K in Q3 2019.
  • 224 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.