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Carroll Financial Associates’s Walker & Dunlop WD Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-6
Closed – – 1962
2021
Q3 		$0 Sell
6
-14
-70% -$1.47K ﹤0.01% 1963
2021
Q2 		$2K Buy
+20
New +$2.09K ﹤0.01% 1591
2015
Q1 		– Sell
-2,000
Closed -$35K – 874
2014
Q4 		$35K Buy
+2,000
New +$31.8K 0.02% 285

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $113B AUM 38.87% 1-Year Est. Return

Carroll Financial Associates's WD Position: Q4 2021 in Review

Carroll Financial Associates sold out of Walker & Dunlop (WD) in Q4 2021, closing a stake of 6 shares.

Carroll Financial Associates first reported a position in WD in Q4 2014 and held it in 3 quarters. The position peaked at $35K in Q4 2014. 271 funds tracked by Wall St. Rank hold WD as of Q4 2021.

  • Carroll Financial Associates reported no remaining Walker & Dunlop position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 6 Walker & Dunlop shares in Q4 2021.
  • Carroll Financial Associates first reported a position in Walker & Dunlop in Q4 2014 and held it in 3 quarters.
  • Carroll Financial Associates's Walker & Dunlop position peaked at $35K in Q4 2014.
  • 271 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.