WRF
TW icon

Waddell & Reed Financial’s Tradeweb Markets TW Stock Holding History

Waddell & Reed Financial’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-645,036
Closed -$37.4M – 507
2020
Q3 		$37.4M Sell
645,036
-113
-0% -$6.21K 0.09% 246
2020
Q2 		$37.5M Sell
645,149
-1,298
-0.2% -$74.7K 0.1% 232
2020
Q1 		$27.2M Hold
646,447
– – 0.09% 239
2019
Q4 		$30M Buy
646,447
+303,503
+88% +$13.1M 0.07% 279
2019
Q3 		$12.7M Buy
342,944
+8,384
+3% +$370K 0.03% 374
2019
Q2 		$14.7M Buy
+334,560
New +$14M 0.04% 385

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return