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Glen Eagle Advisors’s Walker & Dunlop WD Stock Holding History

Glen Eagle 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
-35
Closed -$2.72K – 1073
2023
Q2 		$2.72K Buy
35
+1
+3% +$72 ﹤0.01% 828
2023
Q1 		$2.59K Hold
34
– – ﹤0.01% 818
2022
Q4 		$2.65K Hold
34
– – ﹤0.01% 833
2022
Q3 		$2.81K Buy
34
+1
+3% +$102 ﹤0.01% 799
2022
Q2 		$3.21K Hold
33
– – ﹤0.01% 768
2022
Q1 		$4.29K Hold
33
– – ﹤0.01% 733
2021
Q4 		$4.98K Buy
+33
New +$4.6K ﹤0.01% 710
2019
Q4 		– Sell
-126
Closed -$7.05K – 929
2019
Q3 		$7.05K Buy
+126
New +$7.07K ﹤0.01% 569

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Glen Eagle Advisors's WD Position: Q3 2023 in Review

Glen Eagle Advisors sold out of Walker & Dunlop (WD) in Q3 2023, closing a stake of 35 shares — an estimated $2.72K sold.

Glen Eagle Advisors first reported a position in WD in Q3 2019 and held it in 8 quarters. The position peaked at $7.05K in Q3 2019. 217 funds tracked by Wall St. Rank hold WD as of Q3 2023.

  • Glen Eagle Advisors reported no remaining Walker & Dunlop position as of Q3 2023 after selling out during the quarter.
  • Glen Eagle Advisors sold 35 Walker & Dunlop shares in Q3 2023, an estimated $2.72K.
  • Glen Eagle Advisors first reported a position in Walker & Dunlop in Q3 2019 and held it in 8 quarters.
  • Glen Eagle Advisors's Walker & Dunlop position peaked at $7.05K in Q3 2019.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2023.

Based on Glen Eagle Advisors's 13F filing for Q3 2023, filed 13 Aug 2024.