Atria Wealth Solutions’s Walker & Dunlop WD Stock Holding History

Atria Wealth Solutions’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 Q3	–	Sell	-2,964	Closed	-$291K	–	2057
2024 Q2	$291K	Sell	2,964 -67	-2%	-$6.38K	﹤0.01%	1526
2024 Q1	$306K	Sell	3,031 -1,597	-35%	-$153K	﹤0.01%	1547
2023 Q4	$514K	Buy	4,628 +1,758	+61%	+$144K	0.01%	1190
2023 Q3	$213K	Sell	2,870 -172	-6%	-$14.5K	﹤0.01%	1663
2023 Q2	$241K	Sell	3,042 -176	-5%	-$12.7K	﹤0.01%	1579
2023 Q1	$245K	Buy	3,218 +95	+3%	+$8.24K	﹤0.01%	1540
2022 Q4	$245K	Sell	3,123 -88	-3%	-$7.39K	﹤0.01%	1479
2022 Q3	$269K	Buy	+3,211	New	+$328K	﹤0.01%	1363
2022 Q2	–	Sell	-4,119	Closed	-$533K	–	1904
2022 Q1	$533K	Buy	+4,119	New	+$565K	0.01%	1036

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Wealth Solutions's WD Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Walker & Dunlop (WD) in Q3 2024, closing a stake of 2,964 shares — an estimated $291K sold.

Atria Wealth Solutions first reported a position in WD in Q1 2022 and held it in 9 quarters. The position peaked at $533K in Q1 2022. 274 funds tracked by Wall St. Rank hold WD as of Q3 2024.

Atria Wealth Solutions reported no remaining Walker & Dunlop position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 2,964 Walker & Dunlop shares in Q3 2024, an estimated $291K.
Atria Wealth Solutions first reported a position in Walker & Dunlop in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Walker & Dunlop position peaked at $533K in Q1 2022.
274 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.