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Buckingham Strategic Wealth’s Walker & Dunlop WD Stock Holding History

Buckingham Strategic Wealth’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
-1,645
Closed -$213K – 655
2022
Q1 		$213K Buy
1,645
+45
+3% +$6.18K ﹤0.01% 551
2021
Q4 		$241K Buy
+1,600
New +$223K ﹤0.01% 528

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 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

Buckingham Strategic Wealth's WD Position: Q2 2022 in Review

Buckingham Strategic Wealth sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 1,645 shares — an estimated $213K sold.

Buckingham Strategic Wealth first reported a position in WD in Q4 2021 and held it in 2 quarters. The position peaked at $241K in Q4 2021. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

  • Buckingham Strategic Wealth reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,645 Walker & Dunlop shares in Q2 2022, an estimated $213K.
  • Buckingham Strategic Wealth first reported a position in Walker & Dunlop in Q4 2021 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Walker & Dunlop position peaked at $241K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.