AWM
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AE Wealth Management’s Walker & Dunlop WD Stock Holding History

AE Wealth Management’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
2024
Q1 		– Sell
-2,426
Closed -$243K – 1988
2023
Q4 		$243K Buy
+2,426
New +$199K ﹤0.01% 1810
2023
Q1 		– Sell
-2,738
Closed -$215K – 2008
2022
Q4 		$215K Sell
2,738
-2,512
-48% -$211K ﹤0.01% 1643
2022
Q3 		$440K Sell
5,250
-1,658
-24% -$169K ﹤0.01% 1321
2022
Q2 		$665K Buy
6,908
+454
+7% +$50.1K 0.01% 1056
2022
Q1 		$835K Buy
6,454
+224
+4% +$30.7K 0.01% 983
2021
Q4 		$940K Buy
6,230
+742
+14% +$103K 0.01% 946
2021
Q3 		$623K Buy
5,488
+2,059
+60% +$216K 0.01% 1069
2021
Q2 		$358K Sell
3,429
-1,671
-33% -$175K ﹤0.01% 1273
2021
Q1 		$524K Buy
5,100
+1,709
+50% +$166K 0.01% 1011
2020
Q4 		$312K Buy
+3,391
New +$251K ﹤0.01% 1127
2020
Q3 		– Sell
-9,164
Closed -$466K – 1392
2020
Q2 		$466K Buy
+9,164
New +$375K 0.01% 906

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's WD Position: Q1 2024 in Review

AE Wealth Management sold out of Walker & Dunlop (WD) in Q1 2024, closing a stake of 2,426 shares — an estimated $243K sold.

AE Wealth Management first reported a position in WD in Q2 2020 and held it in 11 quarters. The position peaked at $940K in Q4 2021. 263 funds tracked by Wall St. Rank hold WD as of Q1 2024.

  • AE Wealth Management reported no remaining Walker & Dunlop position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 2,426 Walker & Dunlop shares in Q1 2024, an estimated $243K.
  • AE Wealth Management first reported a position in Walker & Dunlop in Q2 2020 and held it in 11 quarters.
  • AE Wealth Management's Walker & Dunlop position peaked at $940K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.