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Fernwood Investment Management’s Walker & Dunlop WD Stock Holding History

Fernwood Investment Management’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
-149
Closed -$15.1K – 686
2024
Q1 		$15.1K Buy
+149
New +$14.3K ﹤0.01% 493

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

Fernwood Investment Management's WD Position: Q2 2024 in Review

Fernwood Investment Management sold out of Walker & Dunlop (WD) in Q2 2024, closing a stake of 149 shares — an estimated $15.1K sold.

Fernwood Investment Management first reported a position in WD in Q1 2024 and held it in 1 quarter. The position peaked at $15.1K in Q1 2024. 253 funds tracked by Wall St. Rank hold WD as of Q2 2024.

  • Fernwood Investment Management reported no remaining Walker & Dunlop position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 149 Walker & Dunlop shares in Q2 2024, an estimated $15.1K.
  • Fernwood Investment Management first reported a position in Walker & Dunlop in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Walker & Dunlop position peaked at $15.1K in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.