Financial Gravity Asset Management’s Walker & Dunlop WD Stock Holding History

Financial Gravity Asset 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
2020 Q2	–	Sell	-5	Closed	-$204	–	918
2020 Q1	$203	Buy	5 +1	+25%	+$63	﹤0.01%	725
2019 Q4	$65K	Buy	+4	New	+$253	0.04%	509
2019 Q2	–	Sell	-9	Closed	–	–	1693
2019 Q1	$0	Buy	+9	New	+$457	﹤0.01%	1563
2018 Q3	$0	Buy	+3	New	+$167	﹤0.01%	1640

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Financial Gravity Asset Management's WD Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Walker & Dunlop (WD) in Q2 2020, closing a stake of 5 shares — an estimated $204 sold.

Financial Gravity Asset Management first reported a position in WD in Q3 2018 and held it in 4 quarters. The position peaked at $65K in Q4 2019. 184 funds tracked by Wall St. Rank hold WD as of Q2 2020.

Financial Gravity Asset Management reported no remaining Walker & Dunlop position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 5 Walker & Dunlop shares in Q2 2020, an estimated $204.
Financial Gravity Asset Management first reported a position in Walker & Dunlop in Q3 2018 and held it in 4 quarters.
Financial Gravity Asset Management's Walker & Dunlop position peaked at $65K in Q4 2019.
184 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.