HGWM
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Harvest Group Wealth Management’s Walker & Dunlop WD Stock Holding History

Harvest Group 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
2020
Q2 		– Sell
-4
Closed – – 866
2020
Q1 		$0 Sell
4
-17
-81% -$1.07K ﹤0.01% 1034
2019
Q4 		$1K Hold
21
– – ﹤0.01% 894
2019
Q3 		$1K Hold
21
– – ﹤0.01% 947
2019
Q2 		$1K Hold
21
– – ﹤0.01% 830
2019
Q1 		$1K Buy
+21
New +$1.07K ﹤0.01% 863

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's WD Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Walker & Dunlop (WD) in Q2 2020, closing a stake of 4 shares.

Harvest Group Wealth Management first reported a position in WD in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 184 funds tracked by Wall St. Rank hold WD as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Walker & Dunlop position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 4 Walker & Dunlop shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in Walker & Dunlop in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Walker & Dunlop position peaked at $1K in Q4 2019.
  • 184 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.