VCG
WDR

Vantage Consulting Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Vantage Consulting Group’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
Q1 		– Sell
-2,243
Closed -$57K – 1835
2020
Q4 		$57K Buy
+2,243
New +$43.2K ﹤0.01% 394

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vantage Consulting Group's WDR Position: Q1 2021 in Review

Vantage Consulting Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 2,243 shares — an estimated $57K sold.

Vantage Consulting Group first reported a position in WDR in Q4 2020 and held it in 1 quarter. The position peaked at $57K in Q4 2020. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

  • Vantage Consulting Group reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
  • Vantage Consulting Group sold 2,243 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $57K.
  • Vantage Consulting Group first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 1 quarter.
  • Vantage Consulting Group's Waddell & Reed Financial, Inc. position peaked at $57K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.