Verition Fund Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-145,560
| Closed | -$3.71M | – | 1807 |
|
|
2020
Q4 | $3.71M | Buy |
+145,560
| New | +$3.71M | 0.03% | 183 |
|
|
2019
Q3 | – | Sell |
-10,191
| Closed | -$170K | – | 1306 |
|
|
2019
Q2 | $170K | Buy |
+10,191
| New | +$170K | ﹤0.01% | 901 |
|
|
2018
Q3 | – | Sell |
-21,269
| Closed | -$382K | – | 1410 |
|
|
2018
Q2 | $382K | Sell |
21,269
-163
| -0.8% | -$2.93K | 0.02% | 720 |
|
|
2018
Q1 | $433K | Buy |
+21,432
| New | +$433K | 0.03% | 643 |
|
|
2017
Q2 | – | Sell |
-23,581
| Closed | -$401K | – | 1322 |
|
|
2017
Q1 | $401K | Buy |
23,581
+11,613
| +97% | +$197K | 0.04% | 636 |
|
|
2016
Q4 | $233K | Buy |
+11,968
| New | +$233K | 0.02% | 884 |
|
|
2014
Q4 | – | Sell |
-31,832
| Closed | -$1.65M | – | 707 |
|
|
2014
Q3 | $1.65M | Buy |
+31,832
| New | +$1.65M | 0.23% | 48 |
|