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First Foundation Advisors’s Walker & Dunlop WD Stock Holding History

First Foundation 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
2022
Q2 		– Sell
-6,604
Closed -$855K – 458
2022
Q1 		$855K Buy
6,604
+134
+2% +$18.4K 0.03% 202
2021
Q4 		$976K Hold
6,470
– – 0.03% 202
2021
Q3 		$734K Buy
6,470
+178
+3% +$18.6K 0.03% 226
2021
Q2 		$657K Buy
6,292
+180
+3% +$18.8K 0.03% 251
2021
Q1 		$628K Buy
6,112
+1,192
+24% +$116K 0.03% 243
2020
Q4 		$453K Buy
+4,920
New +$365K 0.02% 270

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Foundation Advisors's WD Position: Q2 2022 in Review

First Foundation Advisors sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 6,604 shares — an estimated $855K sold.

First Foundation Advisors first reported a position in WD in Q4 2020 and held it in 6 quarters. The position peaked at $976K in Q4 2021. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

  • First Foundation Advisors reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
  • First Foundation Advisors sold 6,604 Walker & Dunlop shares in Q2 2022, an estimated $855K.
  • First Foundation Advisors first reported a position in Walker & Dunlop in Q4 2020 and held it in 6 quarters.
  • First Foundation Advisors's Walker & Dunlop position peaked at $976K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.