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Masso Torrence Wealth Management’s Walker & Dunlop WD Stock Holding History

Masso Torrence 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
2022
Q1 		– Sell
-20
Closed -$3K – 356
2021
Q4 		$3K Buy
+20
New +$2.79K ﹤0.01% 345

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

Masso Torrence Wealth Management's WD Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Walker & Dunlop (WD) in Q1 2022, closing a stake of 20 shares — an estimated $3K sold.

Masso Torrence Wealth Management first reported a position in WD in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 275 funds tracked by Wall St. Rank hold WD as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Walker & Dunlop position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 20 Walker & Dunlop shares in Q1 2022, an estimated $3K.
  • Masso Torrence Wealth Management first reported a position in Walker & Dunlop in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Walker & Dunlop position peaked at $3K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.