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Kistler-Tiffany Companies’s Walker & Dunlop WD Stock Holding History

Kistler-Tiffany Companies’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
Q1 		– Sell
-7
Closed -$549 – 825
2022
Q4 		$549 Hold
7
– – ﹤0.01% 769
2022
Q3 		$1K Hold
7
– – ﹤0.01% 768
2022
Q2 		$1K Hold
7
– – ﹤0.01% 751
2022
Q1 		$1K Hold
7
– – ﹤0.01% 746
2021
Q4 		$1K Hold
7
– – ﹤0.01% 720
2021
Q3 		$1K Hold
7
– – ﹤0.01% 725
2021
Q2 		$1K Buy
7
+2
+40% +$209 ﹤0.01% 715
2021
Q1 		$1K Buy
+5
New +$486 ﹤0.01% 657

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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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kistler-Tiffany Companies's WD Position: Q1 2023 in Review

Kistler-Tiffany Companies sold out of Walker & Dunlop (WD) in Q1 2023, closing a stake of 7 shares — an estimated $549 sold.

Kistler-Tiffany Companies first reported a position in WD in Q1 2021 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 242 funds tracked by Wall St. Rank hold WD as of Q1 2023.

  • Kistler-Tiffany Companies reported no remaining Walker & Dunlop position as of Q1 2023 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 7 Walker & Dunlop shares in Q1 2023, an estimated $549.
  • Kistler-Tiffany Companies first reported a position in Walker & Dunlop in Q1 2021 and held it in 8 quarters.
  • Kistler-Tiffany Companies's Walker & Dunlop position peaked at $1K in Q3 2022.
  • 242 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2023, filed 3 May 2023.