Liberty Wealth Management’s Walker & Dunlop WD Stock Holding History

Liberty 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
2021 Q4	–	Sell	-7	Closed	-$1K	–	1098
2021 Q3	$1K	Buy	+7	New	+$733	﹤0.01%	1146

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Liberty Wealth Management's WD Position: Q4 2021 in Review

Liberty Wealth Management sold out of Walker & Dunlop (WD) in Q4 2021, closing a stake of 7 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in WD in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 271 funds tracked by Wall St. Rank hold WD as of Q4 2021.

Liberty Wealth Management reported no remaining Walker & Dunlop position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 7 Walker & Dunlop shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in Walker & Dunlop in Q3 2021 and held it in 1 quarter.
Liberty Wealth Management's Walker & Dunlop position peaked at $1K in Q3 2021.
271 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.