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JP Morgan Private Wealth Advisors’s Walker & Dunlop WD Stock Holding History

JP Morgan Private 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
Q4 		– Sell
-7,525
Closed -$630K – 2008
2022
Q3 		$630K Buy
7,525
+283
+4% +$28.9K ﹤0.01% 1362
2022
Q2 		$698K Sell
7,242
-14,862
-67% -$1.64M ﹤0.01% 1312
2022
Q1 		$2.86M Buy
22,104
+589
+3% +$80.8K 0.01% 789
2021
Q4 		$3.25M Buy
21,515
+348
+2% +$48.5K 0.01% 740
2021
Q3 		$2.4M Buy
21,167
+1,417
+7% +$148K 0.01% 829
2021
Q2 		$2.06M Buy
+19,750
New +$2.07M 0.01% 868
2015
Q2 		– Sell
-10,800
Closed -$191K – 1144
2015
Q1 		$191K Buy
+10,800
New +$183K ﹤0.01% 1048
2014
Q3 		– Sell
-10,000
Closed -$141K – 1103
2014
Q2 		$141K Sell
10,000
-1,930
-16% -$29.5K ﹤0.01% 852
2014
Q1 		$196K Buy
11,930
+1,930
+19% +$30.3K ﹤0.01% 815
2013
Q4 		$162K Buy
+10,000
New +$143K ﹤0.01% 630

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WD Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Walker & Dunlop (WD) in Q4 2022, closing a stake of 7,525 shares — an estimated $630K sold.

JP Morgan Private Wealth Advisors first reported a position in WD in Q4 2013 and held it in 10 quarters. The position peaked at $3.25M in Q4 2021. 226 funds tracked by Wall St. Rank hold WD as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Walker & Dunlop position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,525 Walker & Dunlop shares in Q4 2022, an estimated $630K.
  • JP Morgan Private Wealth Advisors first reported a position in Walker & Dunlop in Q4 2013 and held it in 10 quarters.
  • JP Morgan Private Wealth Advisors's Walker & Dunlop position peaked at $3.25M in Q4 2021.
  • 226 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.