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WRF
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
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New York
$24.2B AUM
26.83%
1-Year Est. Return
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$1.9T AUM
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1-Year Est. Return
Adage Capital Partners
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$64.8B AUM
42.7%
1-Year Est. Return
Janus Henderson Group
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$209B AUM
37.72%
1-Year Est. Return
Point72 Asset Management
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$57.5B AUM
55.25%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
GPGA
Grandeur Peak Global Advisors
Salt Lake City, Utah
$427M AUM
39.14%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
ESCM
Echo Street Capital Management
New York
$747M AUM
24.25%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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