Concourse Financial Group Securities’s Walker & Dunlop WD Stock Holding History

Concourse Financial Group Securities’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 Q3	–	Sell	-75	Closed	-$7.85K	–	2384
2024 Q2	$7.37K	Hold	75	–	–	﹤0.01%	1784
2024 Q1	$7.58K	Hold	75	–	–	﹤0.01%	1794
2023 Q4	$8.32K	Hold	75	–	–	﹤0.01%	1726
2023 Q3	$5.57K	Hold	75	–	–	﹤0.01%	1794
2023 Q2	$5.93K	Hold	75	–	–	﹤0.01%	1800
2023 Q1	$5.71K	Buy	+75	New	+$6.51K	﹤0.01%	1831
2020 Q1	–	Sell	-71	Closed	-$4.47K	–	2331
2019 Q4	$5K	Buy	+71	New	+$4.49K	﹤0.01%	1651
2019 Q2	–	Sell	-75	Closed	-$3.97K	–	2405
2019 Q1	$3K	Buy	+75	New	+$3.81K	﹤0.01%	1962

Other funds holding WD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concourse Financial Group Securities's WD Position: Q3 2024 in Review

Concourse Financial Group Securities sold out of Walker & Dunlop (WD) in Q3 2024, closing a stake of 75 shares — an estimated $7.85K sold.

Concourse Financial Group Securities first reported a position in WD in Q1 2019 and held it in 8 quarters. The position peaked at $8.32K in Q4 2023. 274 funds tracked by Wall St. Rank hold WD as of Q3 2024.

Concourse Financial Group Securities reported no remaining Walker & Dunlop position as of Q3 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 75 Walker & Dunlop shares in Q3 2024, an estimated $7.85K.
Concourse Financial Group Securities first reported a position in Walker & Dunlop in Q1 2019 and held it in 8 quarters.
Concourse Financial Group Securities's Walker & Dunlop position peaked at $8.32K in Q4 2023.
274 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2024.

Based on Concourse Financial Group Securities's 13F filing for Q3 2024, filed 10 Oct 2024.