FinTrust Capital Advisors’s Walker & Dunlop WD Stock Holding History

FinTrust Capital Advisors’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 Q3	–	Sell	-925	Closed	-$72.6K	–	1354
2023 Q2	$72.6K	Hold	925	–	–	0.02%	392
2023 Q1	$72.6K	Hold	925	–	–	0.02%	389
2022 Q4	$72.6K	Sell	925 -880	-49%	-$73.9K	0.02%	390
2022 Q3	$160K	Hold	1,805	–	–	0.04%	294
2022 Q2	$190K	Hold	1,805	–	–	0.05%	274
2022 Q1	$234K	Hold	1,805	–	–	0.05%	258
2021 Q4	$272K	Hold	1,805	–	–	0.07%	246
2021 Q3	$205K	Hold	1,805	–	–	0.05%	265
2021 Q2	$188K	Hold	1,805	–	–	0.05%	294
2021 Q1	$185K	Buy	1,805 +880	+95%	+$85.5K	0.05%	277
2020 Q4	$85K	Hold	925	–	–	0.03%	410
2020 Q3	$49	Buy	+925	New	+$48.5K	0.01%	497

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FinTrust Capital Advisors's WD Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Walker & Dunlop (WD) in Q3 2023, closing a stake of 925 shares — an estimated $72.6K sold.

FinTrust Capital Advisors first reported a position in WD in Q3 2020 and held it in 12 quarters. The position peaked at $272K in Q4 2021. 217 funds tracked by Wall St. Rank hold WD as of Q3 2023.

FinTrust Capital Advisors reported no remaining Walker & Dunlop position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 925 Walker & Dunlop shares in Q3 2023, an estimated $72.6K.
FinTrust Capital Advisors first reported a position in Walker & Dunlop in Q3 2020 and held it in 12 quarters.
FinTrust Capital Advisors's Walker & Dunlop position peaked at $272K in Q4 2021.
217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.