HNWA
WD icon

Henrickson Nauta Wealth Advisors’s Walker & Dunlop WD Stock Holding History

Henrickson Nauta Wealth 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
2022
Q1 		– Sell
-60
Closed -$8K – 270
2021
Q4 		$8K Buy
+60
New +$8.36K 0.01% 167

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's WD Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Walker & Dunlop (WD) in Q1 2022, closing a stake of 60 shares — an estimated $8K sold.

Henrickson Nauta Wealth Advisors first reported a position in WD in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 275 funds tracked by Wall St. Rank hold WD as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Walker & Dunlop position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 60 Walker & Dunlop shares in Q1 2022, an estimated $8K.
  • Henrickson Nauta Wealth Advisors first reported a position in Walker & Dunlop in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Walker & Dunlop position peaked at $8K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.