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Advisornet Financial’s Walker & Dunlop WD Stock Holding History

Advisornet Financial’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10
Closed -$762 – 2507
2023
Q1 		$762 Sell
10
-1
-9% -$87 ﹤0.01% 1961
2022
Q4 		$863 Buy
+11
New +$924 ﹤0.01% 1882

Other funds holding WD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Advisornet Financial's WD Position: Q2 2023 in Review

Advisornet Financial sold out of Walker & Dunlop (WD) in Q2 2023, closing a stake of 10 shares — an estimated $762 sold.

Advisornet Financial first reported a position in WD in Q4 2022 and held it in 2 quarters. The position peaked at $863 in Q4 2022. 217 funds tracked by Wall St. Rank hold WD as of Q2 2023.

  • Advisornet Financial reported no remaining Walker & Dunlop position as of Q2 2023 after selling out during the quarter.
  • Advisornet Financial sold 10 Walker & Dunlop shares in Q2 2023, an estimated $762.
  • Advisornet Financial first reported a position in Walker & Dunlop in Q4 2022 and held it in 2 quarters.
  • Advisornet Financial's Walker & Dunlop position peaked at $863 in Q4 2022.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2023.

Based on Advisornet Financial's 13F filing for Q2 2023, filed 14 Jul 2023.