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Concord Wealth Partners’s Walker & Dunlop WD Stock Holding History

Concord Wealth Partners’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
-20
Closed -$2.22K – 912
2023
Q4 		$2.22K Hold
20
– – ﹤0.01% 703
2023
Q3 		$1.49K Sell
20
-17
-46% -$1.44K ﹤0.01% 910
2023
Q2 		$2.93K Hold
37
– – ﹤0.01% 808
2023
Q1 		$2.82K Sell
37
-10
-21% -$868 ﹤0.01% 764
2022
Q4 		$3.69K Buy
+47
New +$3.95K ﹤0.01% 825

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State Street
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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

Concord Wealth Partners's WD Position: Q1 2024 in Review

Concord Wealth Partners sold out of Walker & Dunlop (WD) in Q1 2024, closing a stake of 20 shares — an estimated $2.22K sold.

Concord Wealth Partners first reported a position in WD in Q4 2022 and held it in 5 quarters. The position peaked at $3.69K in Q4 2022. 263 funds tracked by Wall St. Rank hold WD as of Q1 2024.

  • Concord Wealth Partners reported no remaining Walker & Dunlop position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 20 Walker & Dunlop shares in Q1 2024, an estimated $2.22K.
  • Concord Wealth Partners first reported a position in Walker & Dunlop in Q4 2022 and held it in 5 quarters.
  • Concord Wealth Partners's Walker & Dunlop position peaked at $3.69K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.