Donald Yacktman Waddell & Reed Financial, Inc. - Class A

Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$14.9

Avg closing price
Price range
Donald Yacktman Portfolio Stock Details (WDR)

8 Donald Yacktman Waddell & Reed Financial Trades

The first Waddell & Reed Financial trade was made in Q2 2001. Since then Donald Yacktman bought shares two more times and sold shares on five occasions. The investor completely sold their stake between Q2 2020 and Q1 2021.

Avg closing price
Price range
Sold -362k shares Q1 2021
Avg closing price $25.11
Price range $24.97 - $25.39
Sold 18.7% shares (-83k shares) Q4 2020
Avg closing price $19.26
Price range $14.55 - $25.59
Sold 1.1% shares (-5k shares) Q2 2020
Avg closing price $13.72
Price range $10.88 - $15.96
New holding (+450k shares) Q1 2020
Avg closing price $14.91
Price range $10.76 - $17.27
Sold -6.78k shares Q2 2002
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New holding (+6.78k shares) Q4 2001
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Sold -6.78k shares Q3 2001
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New holding (+6.78k shares) Q2 2001
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