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ALPS Advisors’s Walker & Dunlop WD Stock Holding History

ALPS Advisors’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
2021
Q3 		– Sell
-3,122
Closed -$326K – 1036
2021
Q2 		$326K Hold
3,122
– – ﹤0.01% 780
2021
Q1 		$321K Buy
+3,122
New +$303K ﹤0.01% 775
2019
Q1 		– Sell
-24,969
Closed -$1.08M – 1019
2018
Q4 		$1.08M Buy
24,969
+15,953
+177% +$733K 0.01% 292
2018
Q3 		$477K Sell
9,016
-10,248
-53% -$569K ﹤0.01% 722
2018
Q2 		$1.07M Buy
19,264
+10,035
+109% +$578K 0.01% 322
2018
Q1 		$548K Sell
9,229
-716
-7% -$35.5K ﹤0.01% 463
2017
Q4 		$472K Hold
9,945
– – ﹤0.01% 608
2017
Q3 		$520K Sell
9,945
-1,734
-15% -$84.5K ﹤0.01% 426
2017
Q2 		$570K Buy
11,679
+30
+0.3% +$1.4K ﹤0.01% 388
2017
Q1 		$486K Sell
11,649
-4,839
-29% -$178K ﹤0.01% 494
2016
Q4 		$514K Buy
16,488
+155
+0.9% +$4.35K ﹤0.01% 377
2016
Q3 		$413K Sell
16,333
-624
-4% -$15.9K ﹤0.01% 546
2016
Q2 		$386K Sell
16,957
-1,248
-7% -$29.2K ﹤0.01% 493
2016
Q1 		$442K Sell
18,205
-2,667
-13% -$63.1K ﹤0.01% 409
2015
Q4 		$601K Hold
20,872
– – 0.01% 274
2015
Q3 		$544K Buy
+20,872
New +$522K 0.01% 269

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ALPS Advisors's WD Position: Q3 2021 in Review

ALPS Advisors sold out of Walker & Dunlop (WD) in Q3 2021, closing a stake of 3,122 shares — an estimated $326K sold.

ALPS Advisors first reported a position in WD in Q3 2015 and held it in 16 quarters. The position peaked at $1.08M in Q4 2018. 223 funds tracked by Wall St. Rank hold WD as of Q3 2021.

  • ALPS Advisors reported no remaining Walker & Dunlop position as of Q3 2021 after selling out during the quarter.
  • ALPS Advisors sold 3,122 Walker & Dunlop shares in Q3 2021, an estimated $326K.
  • ALPS Advisors first reported a position in Walker & Dunlop in Q3 2015 and held it in 16 quarters.
  • ALPS Advisors's Walker & Dunlop position peaked at $1.08M in Q4 2018.
  • 223 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2021.

Based on ALPS Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.