AWM
WD icon

Avior Wealth Management’s Walker & Dunlop WD Stock Holding History

Avior 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
2025
Q1 		– Sell
-556
Closed -$54K – 2321
2024
Q4 		$54K Sell
556
-7
-1% -$758 ﹤0.01% 1121
2024
Q3 		$64K Sell
563
-50
-8% -$5.23K ﹤0.01% 1034
2024
Q2 		$60.2K Buy
613
+606
+8,657% +$57.7K ﹤0.01% 1029
2024
Q1 		$707 Buy
+7
New +$672 ﹤0.01% 2474

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's WD Position: Q1 2025 in Review

Avior Wealth Management sold out of Walker & Dunlop (WD) in Q1 2025, closing a stake of 556 shares — an estimated $54K sold.

Avior Wealth Management first reported a position in WD in Q1 2024 and held it in 4 quarters. The position peaked at $64K in Q3 2024. 292 funds tracked by Wall St. Rank hold WD as of Q1 2025.

  • Avior Wealth Management reported no remaining Walker & Dunlop position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 556 Walker & Dunlop shares in Q1 2025, an estimated $54K.
  • Avior Wealth Management first reported a position in Walker & Dunlop in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Walker & Dunlop position peaked at $64K in Q3 2024.
  • 292 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.