VI
WDR

Versor Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Versor Investments’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
Q2 		– Sell
-30,355
Closed -$760K – 416
2021
Q1 		$760K Sell
30,355
-2,743
-8% -$68.9K 0.05% 82
2020
Q4 		$843K Buy
+33,098
New +$637K 0.07% 29
2019
Q4 		– Sell
-62,592
Closed -$1.07M – 396
2019
Q3 		$1.07M Sell
62,592
-5,900
-9% -$98.9K 0.07% 137
2019
Q2 		$1.14M Buy
68,492
+17,700
+35% +$309K 0.08% 142
2019
Q1 		$878K Buy
50,792
+35,192
+226% +$620K 0.08% 121
2018
Q4 		$282K Sell
15,600
-1,200
-7% -$23.4K 0.06% 225
2018
Q3 		$356K Sell
16,800
-5,700
-25% -$115K 0.13% 191
2018
Q2 		$404K Hold
22,500
– – 0.14% 190
2018
Q1 		$455K Buy
+22,500
New +$475K 0.15% 174

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Versor Investments's WDR Position: Q2 2021 in Review

Versor Investments sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 30,355 shares — an estimated $760K sold.

Versor Investments first reported a position in WDR in Q1 2018 and held it in 9 quarters. The position peaked at $1.14M in Q2 2019. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Versor Investments reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Versor Investments sold 30,355 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $760K.
  • Versor Investments first reported a position in Waddell & Reed Financial, Inc. in Q1 2018 and held it in 9 quarters.
  • Versor Investments's Waddell & Reed Financial, Inc. position peaked at $1.14M in Q2 2019.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Versor Investments's 13F filing for Q2 2021, filed 27 Jul 2021.