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Plante Moran Financial Advisors’s Walker & Dunlop WD Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-65
Closed -$7K – 1108
2021
Q1 		$7K Buy
+65
New +$6.32K ﹤0.01% 725

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Plante Moran Financial Advisors's WD Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Walker & Dunlop (WD) in Q2 2021, closing a stake of 65 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in WD in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 220 funds tracked by Wall St. Rank hold WD as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Walker & Dunlop position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 65 Walker & Dunlop shares in Q2 2021, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Walker & Dunlop in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Walker & Dunlop position peaked at $7K in Q1 2021.
  • 220 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.