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Mirabella Financial Services’s Walker & Dunlop WD Stock Holding History

Mirabella Financial Services’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
2024
Q2 		– Sell
-5,580
Closed -$564K – 713
2024
Q1 		$564K Buy
+5,580
New +$536K 0.04% 264

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IC
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirabella Financial Services's WD Position: Q2 2024 in Review

Mirabella Financial Services sold out of Walker & Dunlop (WD) in Q2 2024, closing a stake of 5,580 shares — an estimated $564K sold.

Mirabella Financial Services first reported a position in WD in Q1 2024 and held it in 1 quarter. The position peaked at $564K in Q1 2024. 253 funds tracked by Wall St. Rank hold WD as of Q2 2024.

  • Mirabella Financial Services reported no remaining Walker & Dunlop position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 5,580 Walker & Dunlop shares in Q2 2024, an estimated $564K.
  • Mirabella Financial Services first reported a position in Walker & Dunlop in Q1 2024 and held it in 1 quarter.
  • Mirabella Financial Services's Walker & Dunlop position peaked at $564K in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.