NFG
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Next Financial Group’s Walker & Dunlop WD Stock Holding History

Next Financial Group’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 		$432K Sell
2,866
-402
-12% -$56K 0.03% 610
2021
Q3 		$371K Buy
3,268
+18
+0.6% +$1.89K 0.03% 592
2021
Q2 		$340K Sell
3,250
-819
-20% -$85.7K 0.03% 612
2021
Q1 		$418K Buy
4,069
+1,494
+58% +$145K 0.04% 487
2020
Q4 		$237K Buy
2,575
+2,264
+728% +$168K 0.02% 654
2020
Q3 		$16K Buy
+311
New +$16.3K ﹤0.01% 1499
2019
Q4 		– Sell
-37
Closed -$2K – 2539
2019
Q3 		$2K Hold
37
– – ﹤0.01% 2157
2019
Q2 		$2K Buy
+37
New +$1.96K ﹤0.01% 2160
2019
Q1 		– Sell
-109
Closed -$5K – 2133
2018
Q4 		$5K Buy
+109
New +$5.01K ﹤0.01% 1561
2017
Q3 		– Sell
-597
Closed -$29K – 1970
2017
Q2 		$29K Hold
597
– – 0.01% 954
2017
Q1 		$27K Sell
597
-9,567
-94% -$353K 0.01% 945
2016
Q4 		$317K Buy
10,164
+848
+9% +$23.8K 0.06% 345
2016
Q3 		$235K Buy
9,316
+8,719
+1,460% +$222K 0.04% 418
2016
Q2 		$13K Hold
597
– – ﹤0.01% 1126
2016
Q1 		$14K Hold
597
– – ﹤0.01% 1061
2015
Q4 		$17K Buy
+597
New +$17.2K 0.01% 994
2014
Q4 		– Sell
-3,431
Closed -$46K – 2383
2014
Q3 		$46K Buy
+3,431
New +$47.6K 0.01% 990

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Next Financial Group's WD Position: Q4 2021 in Review

Next Financial Group reduced its Walker & Dunlop (WD) stake by 12% in Q4 2021, selling an estimated $56K and leaving 2,866 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #610.

Next Financial Group first reported a position in WD in Q3 2014 and has held it in 17 quarters since. 271 funds tracked by Wall St. Rank hold WD as of Q4 2021.

  • Next Financial Group held 2,866 shares of Walker & Dunlop worth $432K as of Q4 2021.
  • Next Financial Group sold 402 Walker & Dunlop shares in Q4 2021, an estimated $56K.
  • Walker & Dunlop made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #610 holding.
  • Next Financial Group first reported a position in Walker & Dunlop in Q3 2014 and has held it in 17 quarters since.
  • 271 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.