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Belpointe Asset Management’s Walker & Dunlop WD Stock Holding History

Belpointe 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
Q2 		– Sell
-345
Closed -$26.3K – 3352
2023
Q1 		$26.3K Buy
345
+270
+360% +$23.4K ﹤0.01% 2144
2022
Q4 		$5.89K Buy
+75
New +$6.3K ﹤0.01% 2865

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Belpointe Asset Management's WD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Walker & Dunlop (WD) in Q2 2023, closing a stake of 345 shares — an estimated $26.3K sold.

Belpointe Asset Management first reported a position in WD in Q4 2022 and held it in 2 quarters. The position peaked at $26.3K in Q1 2023. 217 funds tracked by Wall St. Rank hold WD as of Q2 2023.

  • Belpointe Asset Management reported no remaining Walker & Dunlop position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 345 Walker & Dunlop shares in Q2 2023, an estimated $26.3K.
  • Belpointe Asset Management first reported a position in Walker & Dunlop in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Walker & Dunlop position peaked at $26.3K in Q1 2023.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.