DADC
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D.A. Davidson & Co’s Walker & Dunlop WD Stock Holding History

D.A. Davidson & Co’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
Q2 		– Sell
-4,150
Closed -$419K – 1425
2024
Q1 		$419K Hold
4,150
– – ﹤0.01% 1048
2023
Q4 		$461K Sell
4,150
-1,000
-19% -$82.1K ﹤0.01% 989
2023
Q3 		$382K Hold
5,150
– – ﹤0.01% 1001
2023
Q2 		$407K Hold
5,150
– – ﹤0.01% 983
2023
Q1 		$392K Buy
+5,150
New +$447K ﹤0.01% 974

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.A. Davidson & Co's WD Position: Q2 2024 in Review

D.A. Davidson & Co sold out of Walker & Dunlop (WD) in Q2 2024, closing a stake of 4,150 shares — an estimated $419K sold.

D.A. Davidson & Co first reported a position in WD in Q1 2023 and held it in 5 quarters. The position peaked at $461K in Q4 2023. 253 funds tracked by Wall St. Rank hold WD as of Q2 2024.

  • D.A. Davidson & Co reported no remaining Walker & Dunlop position as of Q2 2024 after selling out during the quarter.
  • D.A. Davidson & Co sold 4,150 Walker & Dunlop shares in Q2 2024, an estimated $419K.
  • D.A. Davidson & Co first reported a position in Walker & Dunlop in Q1 2023 and held it in 5 quarters.
  • D.A. Davidson & Co's Walker & Dunlop position peaked at $461K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2024.

Based on D.A. Davidson & Co's 13F filing for Q2 2024, filed 1 Aug 2024.