Daily Stock Analysis, WDR, Waddell & Reed Financial Inc, priceseries

Waddell & Reed Financial Inc. Daily Stock Analysis
Stock Information
Open
24.99
Close
24.98
High
25.00
Low
24.98
Previous Close
24.99
Daily Price Gain
-0.01
YTD High
25.15
YTD High Date
Jan 27, 2021
YTD Low
24.70
YTD Low Date
Jan 7, 2021
YTD Price Change
0.16
YTD Gain
0.64%
52 Week High
25.15
52 Week High Date
Jan 27, 2021
52 Week Low
24.61
52 Week Low Date
Dec 21, 2020
52 Week Price Change
0.24
52 Week Gain
0.96%
Recent priceSeries Trade Signals

These are sample algorithmic trades based on actual market data.

Trade Type
Entry Date
Entry Price
Exit Date
Exit Price
Trade Hold Time
Gain
Trade Record
LONG
Jun 8. 2017
13.84
Jun 30. 2017
14.79
16 Trading Days
6.84%
Link
LONG
Sep 22. 2017
15.05
Oct 17. 2017
16.46
17 Trading Days
9.42%
Link
LONG
Nov 28. 2017
16.08
Jan 2. 2018
18.15
23 Trading Days
12.87%
Link
LONG
Sep 4. 2019
14.58
Sep 18. 2019
15.59
10 Trading Days
6.93%
Link
LONG
Oct 25. 2019
14.52
Nov 11. 2019
15.39
11 Trading Days
5.98%
Link
LONG
Jun 2. 2020
13.05
Jun 11. 2020
13.89
7 Trading Days
6.42%
Link
LONG
Oct 2. 2020
14.54
Oct 21. 2020
16.67
13 Trading Days
14.66%
Link
LONG
Dec 1. 2020
16.54
Jan 7. 2021
24.79
25 Trading Days
49.90%
Link
Company Information
Stock Symbol
WDR
Exchange
NYSE
Company URL
http://www.waddell.com
Company Phone
9132362000
CEO
Philip James Sanders
Headquarters
Kansas
Business Address
6300 LAMAR AVE, OVERLAND PARK, KS 66202-4200
Sector
Equity
Industry Category
Financial Services
Industry Group
Asset Management
CIK
0001052100
About

Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates its business through three distinct distribution channels: Advisors channel, Wholesale channel and Institutional channel. The Advisors channel focuses on financial planning, serving primarily middle class and mass affluent clients. The Wholesale channels activities include retail fund distribution through brokers and dealers, registered investment advisors and retirement and insurance platforms. The Institutional channel manages assets in a variety of investment styles for a variety of types of institutions. The company was founded in 1937 and is headquartered in Overland Park, KS.

Description

Waddell & Reed Financial, Inc., through its subsidiaries, provides investment management and advisory, investment product underwriting and distribution, and shareholder services administration to mutual funds, and institutional and separately managed accounts in the United States. The company acts as an investment adviser for institutional and other private investors, and provides sub advisory services to other investment companies; and underwrites and distributes registered open-end mutual fund portfolios. It also offers fee-based asset allocation investment advisory products to advisors channel customers; distributes business partners' variable annuity products, and retirement and life insurance products to advisors channel customers; and sells life insurance and disability products underwritten by various carriers. The company distributes investment products through its wholesale channel comprising other broker/dealers, various retirement platforms, and registered investment advisors, as well as through independent financial advisors; and markets investment advisory services to institutional investors directly or through consultants. Waddell & Reed Financial, Inc. was founded in 1937 and is based in Overland Park, Kansas.