Number of Shares
13.75 Mil
Current Holdings Value*
$1.68 Bil
% of Portfolio
3.47%
Total Estimate Gain
$3.75 Bil
% of Total Estimate Gain
121.81%

WADDELL & REED FINANCIAL INC's Apple Inc Holding Summary

As of 2021-03-31, WADDELL & REED FINANCIAL INC held 13.75 Mil shares of Apple Inc(AAPL), totaling $1.68 Bil. This investment constitutes 3.47% of their stock portfolio, and WADDELL & REED FINANCIAL INC now holds 0.08% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q2. And since then WADDELL & REED FINANCIAL INC has made 11 purchases of AAPL, at an average price of $22.08, for a total of 139.25 Mil shares. In addition, there have been 20 sales at an average price of $30.95 for 125.51 Mil shares. Based on historical transaction data and AAPL's current price of $213.55, WADDELL & REED FINANCIAL INC's estimated gain on his AAPL holdings is $3.75 Bil, reflecting a 121.81% gain to date.

WADDELL & REED FINANCIAL INC AAPL ($213.55) Holding Chart

WADDELL & REED FINANCIAL INC AAPL ($213.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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