FPS
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Fieldpoint Private Securities’s Walker & Dunlop WD Stock Holding History

Fieldpoint Private 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
2022
Q2 		– Sell
-5
Closed -$1K – 1729
2022
Q1 		$1K Hold
5
– – ﹤0.01% 1624
2021
Q4 		$1K Hold
5
– – ﹤0.01% 1618
2021
Q3 		$1K Hold
5
– – ﹤0.01% 1618
2021
Q2 		$1K Hold
5
– – ﹤0.01% 1528
2021
Q1 		$1K Hold
5
– – ﹤0.01% 1534
2020
Q4 		$0 Buy
+5
New +$371 ﹤0.01% 1563

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fieldpoint Private Securities's WD Position: Q2 2022 in Review

Fieldpoint Private Securities sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 5 shares — an estimated $1K sold.

Fieldpoint Private Securities first reported a position in WD in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

  • Fieldpoint Private Securities reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
  • Fieldpoint Private Securities sold 5 Walker & Dunlop shares in Q2 2022, an estimated $1K.
  • Fieldpoint Private Securities first reported a position in Walker & Dunlop in Q4 2020 and held it in 6 quarters.
  • Fieldpoint Private Securities's Walker & Dunlop position peaked at $1K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.