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Baker Avenue Asset Management’s Walker & Dunlop WD Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-28
Closed -$2.08K – 1491
2023
Q3 		$2.08K Hold
28
– – ﹤0.01% 1125
2023
Q2 		$2.21K Buy
+28
New +$2.02K ﹤0.01% 973
2023
Q1 		– Sell
-5
Closed -$392 – 1755
2022
Q4 		$392 Buy
+5
New +$420 ﹤0.01% 1444

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Baker Avenue Asset Management's WD Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Walker & Dunlop (WD) in Q4 2023, closing a stake of 28 shares — an estimated $2.08K sold.

Baker Avenue Asset Management first reported a position in WD in Q4 2022 and held it in 3 quarters. The position peaked at $2.21K in Q2 2023. 253 funds tracked by Wall St. Rank hold WD as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Walker & Dunlop position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 28 Walker & Dunlop shares in Q4 2023, an estimated $2.08K.
  • Baker Avenue Asset Management first reported a position in Walker & Dunlop in Q4 2022 and held it in 3 quarters.
  • Baker Avenue Asset Management's Walker & Dunlop position peaked at $2.21K in Q2 2023.
  • 253 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.