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Beacon Pointe Advisors’s Walker & Dunlop WD Stock Holding History

Beacon Pointe Advisors’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
-6,737
Closed -$662K – 1321
2024
Q2 		$662K Sell
6,737
-544
-7% -$51.8K 0.01% 778
2024
Q1 		$736K Buy
7,281
+1,013
+16% +$97.3K 0.01% 779
2023
Q4 		$696K Buy
6,268
+2,253
+56% +$185K 0.01% 778
2023
Q3 		$298K Buy
+4,015
New +$339K ﹤0.01% 1070

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Beacon Pointe Advisors's WD Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of Walker & Dunlop (WD) in Q3 2024, closing a stake of 6,737 shares — an estimated $662K sold.

Beacon Pointe Advisors first reported a position in WD in Q3 2023 and held it in 4 quarters. The position peaked at $736K in Q1 2024. 274 funds tracked by Wall St. Rank hold WD as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining Walker & Dunlop position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 6,737 Walker & Dunlop shares in Q3 2024, an estimated $662K.
  • Beacon Pointe Advisors first reported a position in Walker & Dunlop in Q3 2023 and held it in 4 quarters.
  • Beacon Pointe Advisors's Walker & Dunlop position peaked at $736K in Q1 2024.
  • 274 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.