MWM
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MinichMacGregor Wealth Management’s Walker & Dunlop WD Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-9
Closed -$706 – 653
2022
Q4 		$706 Buy
+9
New +$756 ﹤0.01% 655

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MinichMacGregor Wealth Management's WD Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Walker & Dunlop (WD) in Q1 2023, closing a stake of 9 shares — an estimated $706 sold.

MinichMacGregor Wealth Management first reported a position in WD in Q4 2022 and held it in 1 quarter. The position peaked at $706 in Q4 2022. 242 funds tracked by Wall St. Rank hold WD as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Walker & Dunlop position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 9 Walker & Dunlop shares in Q1 2023, an estimated $706.
  • MinichMacGregor Wealth Management first reported a position in Walker & Dunlop in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Walker & Dunlop position peaked at $706 in Q4 2022.
  • 242 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.