WRF
Waddell & Reed Financial’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $332M | Sell |
2,785,660
-1,174,088
| -30% | -$140M | 0.68% | 25 |
|
|
2020
Q4 | $451M | Buy |
3,959,748
+832,144
| +27% | +$94.7M | 0.95% | 11 |
|
|
2020
Q3 | $322M | Buy |
3,127,604
+249,177
| +9% | +$25.7M | 0.77% | 20 |
|
|
2020
Q2 | $281M | Sell |
2,878,427
-213,370
| -7% | -$20.8M | 0.73% | 24 |
|
|
2020
Q1 | $294M | Sell |
3,091,797
-882,719
| -22% | -$83.8M | 0.95% | 14 |
|
|
2019
Q4 | $460M | Buy |
3,974,516
+64,307
| +2% | +$7.44M | 1.14% | 11 |
|
|
2019
Q3 | $405M | Buy |
3,910,209
+1,239,982
| +46% | +$128M | 1.05% | 15 |
|
|
2019
Q2 | $243M | Buy |
2,670,227
+2,006,798
| +302% | +$183M | 0.6% | 32 |
|
|
2019
Q1 | $58.6M | Buy |
+663,429
| New | +$58.6M | 0.15% | 187 |
|