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Parisi Gray Wealth Management’s Walker & Dunlop WD Stock Holding History

Parisi Gray 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
2021
Q3 		– Sell
-13
Closed -$1K – 552
2021
Q2 		$1K Buy
+13
New +$1.36K ﹤0.01% 601

Other funds holding WD

BlackRock
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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parisi Gray Wealth Management's WD Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Walker & Dunlop (WD) in Q3 2021, closing a stake of 13 shares — an estimated $1K sold.

Parisi Gray Wealth Management first reported a position in WD in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 223 funds tracked by Wall St. Rank hold WD as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Walker & Dunlop position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 13 Walker & Dunlop shares in Q3 2021, an estimated $1K.
  • Parisi Gray Wealth Management first reported a position in Walker & Dunlop in Q2 2021 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Walker & Dunlop position peaked at $1K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.