FWM
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Focused Wealth Management’s Walker & Dunlop WD Stock Holding History

Focused Wealth 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
2021
Q3 		– Sell
-200
Closed -$21K – 1116
2021
Q2 		$21K Hold
200
– – ﹤0.01% 507
2021
Q1 		$21K Hold
200
– – ﹤0.01% 500
2020
Q4 		$18K Hold
200
– – ﹤0.01% 479
2020
Q3 		$11K Hold
200
– – ﹤0.01% 502
2020
Q2 		$10K Buy
+200
New +$8.18K ﹤0.01% 498

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's WD Position: Q3 2021 in Review

Focused Wealth Management sold out of Walker & Dunlop (WD) in Q3 2021, closing a stake of 200 shares — an estimated $21K sold.

Focused Wealth Management first reported a position in WD in Q2 2020 and held it in 5 quarters. The position peaked at $21K in Q2 2021. 223 funds tracked by Wall St. Rank hold WD as of Q3 2021.

  • Focused Wealth Management reported no remaining Walker & Dunlop position as of Q3 2021 after selling out during the quarter.
  • Focused Wealth Management sold 200 Walker & Dunlop shares in Q3 2021, an estimated $21K.
  • Focused Wealth Management first reported a position in Walker & Dunlop in Q2 2020 and held it in 5 quarters.
  • Focused Wealth Management's Walker & Dunlop position peaked at $21K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2021.

Based on Focused Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.