Ellevest Inc’s Walker & Dunlop WD Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-25	Closed	-$1.9K	–	1618
2023 Q1	$1.9K	Buy	+25	New	+$2.17K	﹤0.01%	1452

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ellevest Inc's WD Position: Q2 2023 in Review

Ellevest Inc sold out of Walker & Dunlop (WD) in Q2 2023, closing a stake of 25 shares — an estimated $1.9K sold.

Ellevest Inc first reported a position in WD in Q1 2023 and held it in 1 quarter. The position peaked at $1.9K in Q1 2023. 217 funds tracked by Wall St. Rank hold WD as of Q2 2023.

Ellevest Inc reported no remaining Walker & Dunlop position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 25 Walker & Dunlop shares in Q2 2023, an estimated $1.9K.
Ellevest Inc first reported a position in Walker & Dunlop in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Walker & Dunlop position peaked at $1.9K in Q1 2023.
217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.