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Kore Private Wealth’s Walker & Dunlop WD Stock Holding History

Kore Private Wealth’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
Q3 		$893K Hold
10,670
– – 0.16% 86
2022
Q2 		$1.03M Sell
10,670
-1,960
-16% -$216K 0.16% 98
2022
Q1 		$1.64M Hold
12,630
– – 0.21% 80
2021
Q4 		$1.91M Sell
12,630
-25
-0.2% -$3.48K 0.23% 77
2021
Q3 		$1.44M Sell
12,655
-5,293
-29% -$555K 0.15% 113
2021
Q2 		$1.87M Sell
17,948
-2,208
-11% -$231K 0.21% 85
2021
Q1 		$2.07M Buy
+20,156
New +$1.96M 0.28% 65

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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
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

Kore Private Wealth's WD Position: Q3 2022 in Review

Kore Private Wealth held its Walker & Dunlop (WD) position steady in Q3 2022 at 10,670 shares worth $893K. The position accounts for 0.16% of the portfolio, ranked #86.

Kore Private Wealth first reported a position in WD in Q1 2021 and has held it in 7 quarters since. The position peaked at $2.07M in Q1 2021. 245 funds tracked by Wall St. Rank hold WD as of Q3 2022.

  • Kore Private Wealth held 10,670 shares of Walker & Dunlop worth $893K as of Q3 2022.
  • Kore Private Wealth left its Walker & Dunlop share count unchanged in Q3 2022.
  • Walker & Dunlop made up 0.16% of Kore Private Wealth's portfolio in Q3 2022, its #86 holding.
  • Kore Private Wealth first reported a position in Walker & Dunlop in Q1 2021 and has held it in 7 quarters since.
  • Kore Private Wealth's Walker & Dunlop position peaked at $2.07M in Q1 2021.
  • 245 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.