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Prime Capital Investment Advisors’s Walker & Dunlop WD Stock Holding History

Prime Capital Investment 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
-778
Closed -$80K – 544
2021
Q1 		$80K Buy
778
+310
+66% +$30.1K 0.01% 298
2020
Q4 		$43K Buy
468
+78
+20% +$5.78K ﹤0.01% 336
2020
Q3 		$21K Buy
+390
New +$20.5K ﹤0.01% 374

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

Prime Capital Investment Advisors's WD Position: Q2 2021 in Review

Prime Capital Investment Advisors sold out of Walker & Dunlop (WD) in Q2 2021, closing a stake of 778 shares — an estimated $80K sold.

Prime Capital Investment Advisors first reported a position in WD in Q3 2020 and held it in 3 quarters. The position peaked at $80K in Q1 2021. 220 funds tracked by Wall St. Rank hold WD as of Q2 2021.

  • Prime Capital Investment Advisors reported no remaining Walker & Dunlop position as of Q2 2021 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 778 Walker & Dunlop shares in Q2 2021, an estimated $80K.
  • Prime Capital Investment Advisors first reported a position in Walker & Dunlop in Q3 2020 and held it in 3 quarters.
  • Prime Capital Investment Advisors's Walker & Dunlop position peaked at $80K in Q1 2021.
  • 220 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2021.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.