WGA
WDR

Weather Gauge Advisory’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Weather Gauge Advisory’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
2021
Q2 		– Sell
-35,549
Closed -$890K – 80
2021
Q1 		$890K Sell
35,549
-4,746
-12% -$119K 1.05% 35
2020
Q4 		$1.03M Sell
40,295
-8,311
-17% -$160K 1.19% 26
2020
Q3 		$722K Buy
48,606
+246
+0.5% +$3.75K 0.85% 39
2020
Q2 		$750K Sell
48,360
-4,773
-9% -$65.5K 0.9% 34
2020
Q1 		$605K Sell
53,133
-965
-2% -$14.4K 0.73% 43
2019
Q4 		$905K Buy
54,098
+99
+0.2% +$1.61K 0.8% 40
2019
Q3 		$928K Sell
53,999
-196
-0.4% -$3.28K 0.87% 37
2019
Q2 		$903K Sell
54,195
-258
-0.5% -$4.5K 0.87% 36
2019
Q1 		$941K Buy
54,453
+1,225
+2% +$21.6K 0.91% 36
2018
Q4 		$962K Buy
+53,228
New +$1.04M 1.05% 30

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Weather Gauge Advisory's WDR Position: Q2 2021 in Review

Weather Gauge Advisory sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 35,549 shares — an estimated $890K sold.

Weather Gauge Advisory first reported a position in WDR in Q4 2018 and held it in 10 quarters. The position peaked at $1.03M in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Weather Gauge Advisory reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Weather Gauge Advisory sold 35,549 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $890K.
  • Weather Gauge Advisory first reported a position in Waddell & Reed Financial, Inc. in Q4 2018 and held it in 10 quarters.
  • Weather Gauge Advisory's Waddell & Reed Financial, Inc. position peaked at $1.03M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Weather Gauge Advisory's 13F filing for Q2 2021, filed 21 Jul 2021.