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Bedel Financial Consulting’s Walker & Dunlop WD Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-26
Closed -$3K – 913
2022
Q1 		$3K Hold
26
– – ﹤0.01% 857
2021
Q4 		$4K Hold
26
– – ﹤0.01% 824
2021
Q3 		$3K Hold
26
– – ﹤0.01% 861
2021
Q2 		$3K Hold
26
– – ﹤0.01% 858
2021
Q1 		$3K Hold
26
– – ﹤0.01% 823
2020
Q4 		$2K Hold
26
– – ﹤0.01% 772
2020
Q3 		$1K Hold
26
– – ﹤0.01% 793
2020
Q2 		$1K Buy
+26
New +$1.06K ﹤0.01% 757

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
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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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Bedel Financial Consulting's WD Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 26 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in WD in Q2 2020 and held it in 8 quarters. The position peaked at $4K in Q4 2021. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 26 Walker & Dunlop shares in Q2 2022, an estimated $3K.
  • Bedel Financial Consulting first reported a position in Walker & Dunlop in Q2 2020 and held it in 8 quarters.
  • Bedel Financial Consulting's Walker & Dunlop position peaked at $4K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.