WDR
VOYA Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-26,099
| Closed | -$654K | – | 2967 |
|
|
2021
Q1 | $654K | Sell |
26,099
-1,223
| -4% | -$30.6K | ﹤0.01% | 1869 |
|
|
2020
Q4 | $696K | Buy |
27,322
+4,220
| +18% | +$108K | ﹤0.01% | 1711 |
|
|
2020
Q3 | $343K | Sell |
23,102
-35
| -0.2% | -$520 | ﹤0.01% | 1870 |
|
|
2020
Q2 | $359K | Sell |
23,137
-11,086
| -32% | -$172K | ﹤0.01% | 1871 |
|
|
2020
Q1 | $389K | Sell |
34,223
-955
| -3% | -$10.9K | ﹤0.01% | 1771 |
|
|
2019
Q4 | $588K | Sell |
35,178
-39,195
| -53% | -$655K | ﹤0.01% | 1801 |
|
|
2019
Q3 | $1.28M | Sell |
74,373
-370
| -0.5% | -$6.36K | ﹤0.01% | 1213 |
|
|
2019
Q2 | $1.25M | Sell |
74,743
-702
| -0.9% | -$11.7K | ﹤0.01% | 1242 |
|
|
2019
Q1 | $1.3M | Sell |
75,445
-23,244
| -24% | -$402K | ﹤0.01% | 1234 |
|
|
2018
Q4 | $1.78M | Sell |
98,689
-11,285
| -10% | -$204K | ﹤0.01% | 1037 |
|
|
2018
Q3 | $2.33M | Sell |
109,974
-667
| -0.6% | -$14.1K | ﹤0.01% | 1044 |
|
|
2018
Q2 | $1.99M | Sell |
110,641
-2,267
| -2% | -$40.7K | ﹤0.01% | 1063 |
|
|
2018
Q1 | $2.28M | Hold |
112,908
| – | – | ﹤0.01% | 1010 |
|
|
2017
Q4 | $2.52M | Buy |
112,908
+10,366
| +10% | +$232K | 0.01% | 986 |
|
|
2017
Q3 | $2.06M | Hold |
102,542
| – | – | ﹤0.01% | 1034 |
|
|
2017
Q2 | $1.94M | Buy |
102,542
+75,638
| +281% | +$1.43M | ﹤0.01% | 1064 |
|
|
2017
Q1 | $457K | Hold |
26,904
| – | – | ﹤0.01% | 1782 |
|
|
2016
Q4 | $525K | Sell |
26,904
-2,216
| -8% | -$43.2K | ﹤0.01% | 1708 |
|
|
2016
Q3 | $529 | Sell |
29,120
-134,177
| -82% | -$2.44K | ﹤0.01% | 1692 |
|
|
2016
Q2 | $2.81M | Sell |
163,297
-67,995
| -29% | -$1.17M | 0.01% | 929 |
|
|
2016
Q1 | $5.44M | Buy |
231,292
+83,491
| +56% | +$1.97M | 0.01% | 727 |
|
|
2015
Q4 | $4.24M | Buy |
147,801
+82,218
| +125% | +$2.36M | 0.01% | 812 |
|
|
2015
Q3 | $2.28M | Buy |
65,583
+16,051
| +32% | +$558K | 0.01% | 977 |
|
|
2015
Q2 | $2.34M | Sell |
49,532
-2,548
| -5% | -$121K | 0.01% | 995 |
|
|
2015
Q1 | $2.58M | Sell |
52,080
-99
| -0.2% | -$4.9K | 0.01% | 1004 |
|
|
2014
Q4 | $2.6M | Sell |
52,179
-2,118
| -4% | -$106K | 0.01% | 1004 |
|
|
2014
Q3 | $2.81M | Sell |
54,297
-427
| -0.8% | -$22.1K | 0.01% | 961 |
|
|
2014
Q2 | $3.43M | Sell |
54,724
-1,358
| -2% | -$85K | 0.01% | 922 |
|
|
2014
Q1 | $4.13M | Buy |
56,082
+327
| +0.6% | +$24.1K | 0.01% | 852 |
|
|
2013
Q4 | $3.63M | Sell |
55,755
-6,792
| -11% | -$442K | 0.01% | 879 |
|
|
2013
Q3 | $3.22M | Sell |
62,547
-98
| -0.2% | -$5.05K | 0.01% | 910 |
|
|
2013
Q2 | $2.73M | Buy |
+62,645
| New | +$2.73M | 0.01% | 951 |
|