WRF
XP icon

Waddell & Reed Financial’s XP XP Stock Holding History

Waddell & Reed Financial’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-532,615
Closed -$21.1M – 522
2020
Q4 		$21.1M Buy
532,615
+203,619
+62% +$8.32M 0.04% 353
2020
Q3 		$13.7M Sell
328,996
-38,943
-11% -$1.78M 0.03% 359
2020
Q2 		$15.5M Sell
367,939
-3,717
-1% -$114K 0.04% 347
2020
Q1 		$7.17M Buy
371,656
+271,656
+272% +$9.18M 0.02% 364
2019
Q4 		$3.85M Buy
+100,000
New +$3.75M 0.01% 427

Other funds holding XP

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $153M AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return