Planned Solutions’s Walker & Dunlop WD Stock Holding History

Planned Solutions’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 Q1	–	Sell	-240	Closed	-$26.6K	–	554
2023 Q4	$26.6K	Buy	+240	New	+$19.7K	0.01%	351

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's WD Position: Q1 2024 in Review

Planned Solutions sold out of Walker & Dunlop (WD) in Q1 2024, closing a stake of 240 shares — an estimated $26.6K sold.

Planned Solutions first reported a position in WD in Q4 2023 and held it in 1 quarter. The position peaked at $26.6K in Q4 2023. 263 funds tracked by Wall St. Rank hold WD as of Q1 2024.

Planned Solutions reported no remaining Walker & Dunlop position as of Q1 2024 after selling out during the quarter.
Planned Solutions sold 240 Walker & Dunlop shares in Q1 2024, an estimated $26.6K.
Planned Solutions first reported a position in Walker & Dunlop in Q4 2023 and held it in 1 quarter.
Planned Solutions's Walker & Dunlop position peaked at $26.6K in Q4 2023.
263 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.