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Oakworth Capital’s Walker & Dunlop WD Stock Holding History

Oakworth Capital’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
Q3 		– Sell
-78
Closed -$7.66K – 773
2024
Q2 		$7.66K Hold
78
– – ﹤0.01% 512
2024
Q1 		$7.88K Hold
78
– – ﹤0.01% 490
2023
Q4 		$8.66K Buy
+78
New +$6.41K ﹤0.01% 492

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Oakworth Capital's WD Position: Q3 2024 in Review

Oakworth Capital sold out of Walker & Dunlop (WD) in Q3 2024, closing a stake of 78 shares — an estimated $7.66K sold.

Oakworth Capital first reported a position in WD in Q4 2023 and held it in 3 quarters. The position peaked at $8.66K in Q4 2023. 274 funds tracked by Wall St. Rank hold WD as of Q3 2024.

  • Oakworth Capital reported no remaining Walker & Dunlop position as of Q3 2024 after selling out during the quarter.
  • Oakworth Capital sold 78 Walker & Dunlop shares in Q3 2024, an estimated $7.66K.
  • Oakworth Capital first reported a position in Walker & Dunlop in Q4 2023 and held it in 3 quarters.
  • Oakworth Capital's Walker & Dunlop position peaked at $8.66K in Q4 2023.
  • 274 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2024.

Based on Oakworth Capital's 13F filing for Q3 2024, filed 21 Oct 2024.