CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Walker & Dunlop WD Stock Holding History

CAPTRUST Financial 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
Q1 		– Sell
-2,317
Closed -$257K – 2672
2023
Q4 		$257K Buy
+2,317
New +$190K ﹤0.01% 2215
2022
Q3 		– Sell
-1,522
Closed -$147K – 4049
2022
Q2 		$147K Buy
1,522
+44
+3% +$4.85K ﹤0.01% 1915
2022
Q1 		$191K Buy
1,478
+910
+160% +$125K ﹤0.01% 1762
2021
Q4 		$86K Sell
568
-36
-6% -$5.02K ﹤0.01% 2277
2021
Q3 		$69K Sell
604
-12
-2% -$1.26K ﹤0.01% 2362
2021
Q2 		$64K Sell
616
-218
-26% -$22.8K ﹤0.01% 2359
2021
Q1 		$86K Buy
834
+282
+51% +$27.4K ﹤0.01% 2070
2020
Q4 		$51K Sell
552
-450
-45% -$33.3K ﹤0.01% 1822
2020
Q3 		$55K Buy
1,002
+516
+106% +$27.1K ﹤0.01% 1599
2020
Q2 		$24K Buy
+486
New +$19.9K ﹤0.01% 1874
2019
Q4 		– Sell
-506
Closed -$28K – 1805
2019
Q3 		$28K Buy
506
+3
+0.6% +$168 ﹤0.01% 1200
2019
Q2 		$27K Buy
+503
New +$26.6K ﹤0.01% 1192
2018
Q3 		– Sell
-46
Closed -$3K – 1718
2018
Q2 		$3K Buy
+46
New +$2.65K ﹤0.01% 1387

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors's WD Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of Walker & Dunlop (WD) in Q1 2024, closing a stake of 2,317 shares — an estimated $257K sold.

CAPTRUST Financial Advisors first reported a position in WD in Q2 2018 and held it in 13 quarters. The position peaked at $257K in Q4 2023. 263 funds tracked by Wall St. Rank hold WD as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining Walker & Dunlop position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,317 Walker & Dunlop shares in Q1 2024, an estimated $257K.
  • CAPTRUST Financial Advisors first reported a position in Walker & Dunlop in Q2 2018 and held it in 13 quarters.
  • CAPTRUST Financial Advisors's Walker & Dunlop position peaked at $257K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.