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Cary Street Partners Investment Advisory’s Walker & Dunlop WD Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-200
Closed -$11K – 873
2020
Q3 		$11K Buy
+200
New +$10.5K ﹤0.01% 754

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State Street
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Northern Trust
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Cary Street Partners Investment Advisory's WD Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Walker & Dunlop (WD) in Q4 2020, closing a stake of 200 shares — an estimated $11K sold.

Cary Street Partners Investment Advisory first reported a position in WD in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 210 funds tracked by Wall St. Rank hold WD as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Walker & Dunlop position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 200 Walker & Dunlop shares in Q4 2020, an estimated $11K.
  • Cary Street Partners Investment Advisory first reported a position in Walker & Dunlop in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Walker & Dunlop position peaked at $11K in Q3 2020.
  • 210 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.