Zurich Cantonal Bank
WDR

Zurich Cantonal Bank’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Zurich Cantonal Bank’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
Q1 		– Sell
-9,211
Closed -$235K – 2674
2020
Q4 		$235K Buy
9,211
+2,238
+32% +$43.1K ﹤0.01% 1735
2020
Q3 		$104K Hold
6,973
– – ﹤0.01% 1970
2020
Q2 		$108K Hold
6,973
– – ﹤0.01% 1905
2020
Q1 		$79K Buy
6,973
+2,268
+48% +$33.8K ﹤0.01% 1738
2019
Q4 		$79K Hold
4,705
– – ﹤0.01% 1878
2019
Q3 		$81K Hold
4,705
– – ﹤0.01% 1731
2019
Q2 		$78K Sell
4,705
-79
-2% -$1.38K ﹤0.01% 1772
2019
Q1 		$83K Sell
4,784
-1,960
-29% -$34.5K ﹤0.01% 1695
2018
Q4 		$122K Buy
6,744
+1,012
+18% +$19.7K ﹤0.01% 1487
2018
Q3 		$121K Hold
5,732
– – ﹤0.01% 1611
2018
Q2 		$103K Hold
5,732
– – ﹤0.01% 1628
2018
Q1 		$116K Buy
5,732
+1,846
+48% +$39K ﹤0.01% 1517
2017
Q4 		$87K Buy
3,886
+1,089
+39% +$22.2K ﹤0.01% 1661
2017
Q3 		$56K Hold
2,797
– – ﹤0.01% 1732
2017
Q2 		$53K Buy
2,797
+562
+25% +$9.87K ﹤0.01% 1730
2017
Q1 		$38K Hold
2,235
– – ﹤0.01% 1951
2016
Q4 		$44K Hold
2,235
– – ﹤0.01% 1781
2016
Q3 		$41K Sell
2,235
-14,605
-87% -$266K ﹤0.01% 1777
2016
Q2 		$290K Hold
16,840
– – ﹤0.01% 902
2016
Q1 		$396K Hold
16,840
– – 0.01% 859
2015
Q4 		$483K Buy
16,840
+3,428
+26% +$118K 0.01% 842
2015
Q3 		$466K Buy
13,412
+767
+6% +$31.7K 0.01% 847
2015
Q2 		$598K Hold
12,645
– – 0.01% 810
2015
Q1 		$627K Buy
+12,645
New +$605K 0.01% 786

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Burgundy Asset Management
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zurich Cantonal Bank's WDR Position: Q1 2021 in Review

Zurich Cantonal Bank sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 9,211 shares — an estimated $235K sold.

Zurich Cantonal Bank first reported a position in WDR in Q1 2015 and held it in 24 quarters. The position peaked at $627K in Q1 2015. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

  • Zurich Cantonal Bank reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
  • Zurich Cantonal Bank sold 9,211 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $235K.
  • Zurich Cantonal Bank first reported a position in Waddell & Reed Financial, Inc. in Q1 2015 and held it in 24 quarters.
  • Zurich Cantonal Bank's Waddell & Reed Financial, Inc. position peaked at $627K in Q1 2015.
  • 199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on Zurich Cantonal Bank's 13F filing for Q1 2021, filed 3 May 2021.