BFEC
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Benjamin F. Edwards & Company’s Walker & Dunlop WD Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$56K Buy
575
+177
+44% +$16.8K ﹤0.01% 1303
2024
Q1 		$40K Buy
398
+247
+164% +$23.7K ﹤0.01% 1368
2023
Q4 		$17K Buy
+151
New +$12.4K ﹤0.01% 1532

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $209B AUM 37.72% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Benjamin F. Edwards & Company's WD Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Walker & Dunlop (WD) stake by 44% in Q2 2024, buying an estimated $16.8K and bringing the position to 575 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Benjamin F. Edwards & Company first reported a position in WD in Q4 2023 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold WD as of Q2 2024.

  • Benjamin F. Edwards & Company held 575 shares of Walker & Dunlop worth $56K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 177 Walker & Dunlop shares in Q2 2024, an estimated $16.8K.
  • Walker & Dunlop made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1303 holding.
  • Benjamin F. Edwards & Company first reported a position in Walker & Dunlop in Q4 2023 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.