WAM
WDR

Wealthspire Advisors (Maryland)’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-221
Closed -$4K – 2357
2019
Q1 		$4K Sell
221
-3
-1% -$53 ﹤0.01% 1957
2018
Q4 		$4K Sell
224
-19
-8% -$370 ﹤0.01% 1887
2018
Q3 		$5K Buy
243
+33
+16% +$664 ﹤0.01% 1853
2018
Q2 		$4K Buy
210
+65
+45% +$1.26K ﹤0.01% 1942
2018
Q1 		$3K Hold
145
– – ﹤0.01% 2096
2017
Q4 		$3K Buy
145
+127
+706% +$2.58K ﹤0.01% 2050
2017
Q3 		$0 Hold
18
– – ﹤0.01% 2552
2017
Q2 		$0 Buy
18
+7
+64% +$123 ﹤0.01% 2320
2017
Q1 		$0 Buy
+11
New +$201 ﹤0.01% 2057
2016
Q4 		– Sell
-2,798
Closed -$51K – 1883
2016
Q3 		$51K Sell
2,798
-2,078
-43% -$37.9K 0.01% 771
2016
Q2 		$84K Buy
4,876
+1,822
+60% +$37.2K 0.01% 573
2016
Q1 		$72K Buy
3,054
+1,544
+102% +$37.5K 0.01% 608
2015
Q4 		$43K Buy
+1,510
New +$51.9K 0.01% 760

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WDR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2019, closing a stake of 221 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in WDR in Q4 2015 and held it in 13 quarters. The position peaked at $84K in Q2 2016. 231 funds tracked by Wall St. Rank hold WDR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 221 Waddell & Reed Financial, Inc. shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Waddell & Reed Financial, Inc. in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Waddell & Reed Financial, Inc. position peaked at $84K in Q2 2016.
  • 231 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.