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Fortem Financial Group’s Walker & Dunlop WD Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-778
Closed -$72K – 433
2020
Q4 		$72K Buy
+778
New +$57.7K 0.04% 205
2019
Q3 		– Sell
-3,821
Closed -$203K – 156
2019
Q2 		$203K Sell
3,821
-483
-11% -$25.6K 0.2% 124
2019
Q1 		$219K Buy
+4,304
New +$219K 0.23% 107

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
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

Fortem Financial Group's WD Position: Q1 2021 in Review

Fortem Financial Group sold out of Walker & Dunlop (WD) in Q1 2021, closing a stake of 778 shares — an estimated $72K sold.

Fortem Financial Group first reported a position in WD in Q1 2019 and held it in 3 quarters. The position peaked at $219K in Q1 2019. 225 funds tracked by Wall St. Rank hold WD as of Q1 2021.

  • Fortem Financial Group reported no remaining Walker & Dunlop position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 778 Walker & Dunlop shares in Q1 2021, an estimated $72K.
  • Fortem Financial Group first reported a position in Walker & Dunlop in Q1 2019 and held it in 3 quarters.
  • Fortem Financial Group's Walker & Dunlop position peaked at $219K in Q1 2019.
  • 225 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.