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Baldwin Wealth Partners’s Walker & Dunlop WD Stock Holding History

Baldwin Wealth Partners’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
2022
Q4 		– Sell
-750
Closed -$63K – 832
2022
Q3 		$63K Hold
750
– – 0.01% 301
2022
Q2 		$72K Buy
750
+150
+25% +$16.5K 0.01% 296
2022
Q1 		$78K Buy
600
+300
+100% +$41.2K 0.01% 314
2021
Q4 		$45K Hold
300
– – ﹤0.01% 360
2021
Q3 		$34K Hold
300
– – ﹤0.01% 393
2021
Q2 		$31K Hold
300
– – ﹤0.01% 416
2021
Q1 		$31K Buy
+300
New +$29.1K ﹤0.01% 405

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baldwin Wealth Partners's WD Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of Walker & Dunlop (WD) in Q4 2022, closing a stake of 750 shares — an estimated $63K sold.

Baldwin Wealth Partners first reported a position in WD in Q1 2021 and held it in 7 quarters. The position peaked at $78K in Q1 2022. 226 funds tracked by Wall St. Rank hold WD as of Q4 2022.

  • Baldwin Wealth Partners reported no remaining Walker & Dunlop position as of Q4 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 750 Walker & Dunlop shares in Q4 2022, an estimated $63K.
  • Baldwin Wealth Partners first reported a position in Walker & Dunlop in Q1 2021 and held it in 7 quarters.
  • Baldwin Wealth Partners's Walker & Dunlop position peaked at $78K in Q1 2022.
  • 226 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.