RJA
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Raymond James & Associates’s Walker & Dunlop WD Stock Holding History

Raymond James & Associates’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
2022
Q2 		– Sell
-2,553
Closed -$330K – 4239
2022
Q1 		$330K Sell
2,553
-133
-5% -$18.3K ﹤0.01% 3353
2021
Q4 		$405K Sell
2,686
-3
-0.1% -$418 ﹤0.01% 3243
2021
Q3 		$305K Sell
2,689
-19,550
-88% -$2.05M ﹤0.01% 3400
2021
Q2 		$2.32M Buy
22,239
+19,980
+884% +$2.09M ﹤0.01% 1992
2021
Q1 		$232K Buy
+2,259
New +$219K ﹤0.01% 3522
2017
Q3 		– Sell
-6,129
Closed -$299K – 3495
2017
Q2 		$299K Buy
+6,129
New +$286K ﹤0.01% 2725

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raymond James & Associates's WD Position: Q2 2022 in Review

Raymond James & Associates sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 2,553 shares — an estimated $330K sold.

Raymond James & Associates first reported a position in WD in Q2 2017 and held it in 6 quarters. The position peaked at $2.32M in Q2 2021. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

  • Raymond James & Associates reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
  • Raymond James & Associates sold 2,553 Walker & Dunlop shares in Q2 2022, an estimated $330K.
  • Raymond James & Associates first reported a position in Walker & Dunlop in Q2 2017 and held it in 6 quarters.
  • Raymond James & Associates's Walker & Dunlop position peaked at $2.32M in Q2 2021.
  • 234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on Raymond James & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.