AIA
WD icon

Avalon Investment & Advisory’s Walker & Dunlop WD Stock Holding History

Avalon Investment & Advisory’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
Q1 		$2.1M Buy
27,551
+322
+1% +$27.9K 0.06% 172
2022
Q4 		$2.14M Sell
27,229
-1,570
-5% -$132K 0.06% 167
2022
Q3 		$2.41M Sell
28,799
-1,820
-6% -$186K 0.07% 156
2022
Q2 		$2.95M Buy
+30,619
New +$3.38M 0.08% 149

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avalon Investment & Advisory's WD Position: Q1 2023 in Review

Avalon Investment & Advisory increased its Walker & Dunlop (WD) stake by 1.2% in Q1 2023, buying an estimated $27.9K and bringing the position to 27,551 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #172.

Avalon Investment & Advisory first reported a position in WD in Q2 2022 and has held it in 4 quarters since. The position peaked at $2.95M in Q2 2022. 242 funds tracked by Wall St. Rank hold WD as of Q1 2023.

  • Avalon Investment & Advisory held 27,551 shares of Walker & Dunlop worth $2.1M as of Q1 2023.
  • Avalon Investment & Advisory bought 322 Walker & Dunlop shares in Q1 2023, an estimated $27.9K.
  • Walker & Dunlop made up 0.06% of Avalon Investment & Advisory's portfolio in Q1 2023, its #172 holding.
  • Avalon Investment & Advisory first reported a position in Walker & Dunlop in Q2 2022 and has held it in 4 quarters since.
  • Avalon Investment & Advisory's Walker & Dunlop position peaked at $2.95M in Q2 2022.
  • 242 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.