Waddell & Reed Financial’s Patria Investments PAX Stock Holding History

Waddell & Reed Financial’s Portfolio PAX Stock Details PAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$21.5M	Buy	+1,235,758	New	+$23.7M	0.04%	356

Other funds holding PAX

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 42.58% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Waddell & Reed Financial's PAX Position: Q1 2021 in Review

Waddell & Reed Financial opened a new position in Patria Investments (PAX) in Q1 2021: 1,235,758 shares worth $21.5M. The stake represents 0.04% of the portfolio and ranks #356 among its holdings.

63 funds tracked by Wall St. Rank hold PAX as of Q1 2021.

Waddell & Reed Financial held 1,235,758 shares of Patria Investments worth $21.5M as of Q1 2021.
Patria Investments was a new Waddell & Reed Financial position in Q1 2021.
Patria Investments made up 0.04% of Waddell & Reed Financial's portfolio in Q1 2021, its #356 holding.
63 funds tracked by Wall St. Rank held Patria Investments as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.