CWC
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Carolinas Wealth Consulting’s Walker & Dunlop WD Stock Holding History

Carolinas Wealth 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
2024
Q1 		– Sell
-2
Closed -$272 – 1162
2023
Q4 		$272 Buy
+2
New +$164 ﹤0.01% 971

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IC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's WD Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Walker & Dunlop (WD) in Q1 2024, closing a stake of 2 shares — an estimated $272 sold.

Carolinas Wealth Consulting first reported a position in WD in Q4 2023 and held it in 1 quarter. The position peaked at $272 in Q4 2023. 263 funds tracked by Wall St. Rank hold WD as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Walker & Dunlop position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2 Walker & Dunlop shares in Q1 2024, an estimated $272.
  • Carolinas Wealth Consulting first reported a position in Walker & Dunlop in Q4 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Walker & Dunlop position peaked at $272 in Q4 2023.
  • 263 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.