GWS
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Glassman Wealth Services’s Walker & Dunlop WD Stock Holding History

Glassman Wealth Services’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
-84
Closed -$11K – 2036
2022
Q1 		$11K Buy
+84
New +$11.5K ﹤0.01% 811

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

Glassman Wealth Services's WD Position: Q2 2022 in Review

Glassman Wealth Services sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 84 shares — an estimated $11K sold.

Glassman Wealth Services first reported a position in WD in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

  • Glassman Wealth Services reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 84 Walker & Dunlop shares in Q2 2022, an estimated $11K.
  • Glassman Wealth Services first reported a position in Walker & Dunlop in Q1 2022 and held it in 1 quarter.
  • Glassman Wealth Services's Walker & Dunlop position peaked at $11K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.