ZCA
WDR

Zeke Capital Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Zeke Capital Advisors’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
2020
Q1 		– Sell
-22,380
Closed -$374K – 541
2019
Q4 		$374K Buy
22,380
+3,081
+16% +$50.2K 0.03% 432
2019
Q3 		$332K Buy
19,299
+3,606
+23% +$60.4K 0.03% 432
2019
Q2 		$262K Hold
15,693
– – 0.02% 494
2019
Q1 		$271K Buy
+15,693
New +$277K 0.03% 490
2018
Q4 		– Sell
-9,618
Closed -$204K – 682
2018
Q3 		$204K Buy
+9,618
New +$193K 0.02% 603

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Zeke Capital Advisors's WDR Position: Q1 2020 in Review

Zeke Capital Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2020, closing a stake of 22,380 shares — an estimated $374K sold.

Zeke Capital Advisors first reported a position in WDR in Q3 2018 and held it in 5 quarters. The position peaked at $374K in Q4 2019. 213 funds tracked by Wall St. Rank hold WDR as of Q1 2020.

  • Zeke Capital Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2020 after selling out during the quarter.
  • Zeke Capital Advisors sold 22,380 Waddell & Reed Financial, Inc. shares in Q1 2020, an estimated $374K.
  • Zeke Capital Advisors first reported a position in Waddell & Reed Financial, Inc. in Q3 2018 and held it in 5 quarters.
  • Zeke Capital Advisors's Waddell & Reed Financial, Inc. position peaked at $374K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2020.

Based on Zeke Capital Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.