RJFSA
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Raymond James Financial Services Advisors’s Walker & Dunlop WD Stock Holding History

Raymond James Financial Services 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
2023
Q2 		– Sell
-2,987
Closed -$227K – 3373
2023
Q1 		$227K Sell
2,987
-541
-15% -$46.9K ﹤0.01% 2823
2022
Q4 		$277K Sell
3,528
-1,517
-30% -$127K ﹤0.01% 2643
2022
Q3 		$422K Sell
5,045
-5,179
-51% -$529K ﹤0.01% 2356
2022
Q2 		$985K Sell
10,224
-5,577
-35% -$615K ﹤0.01% 1837
2022
Q1 		$2.04M Buy
15,801
+294
+2% +$40.3K ﹤0.01% 1472
2021
Q4 		$2.34M Buy
15,507
+4,837
+45% +$674K ﹤0.01% 1431
2021
Q3 		$1.21M Sell
10,670
-475
-4% -$49.8K ﹤0.01% 1827
2021
Q2 		$1.16M Buy
11,145
+3,249
+41% +$340K ﹤0.01% 1854
2021
Q1 		$811K Sell
7,896
-264
-3% -$25.6K ﹤0.01% 1988
2020
Q4 		$751K Buy
+8,160
New +$605K ﹤0.01% 1897

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Raymond James Financial Services Advisors's WD Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of Walker & Dunlop (WD) in Q2 2023, closing a stake of 2,987 shares — an estimated $227K sold.

Raymond James Financial Services Advisors first reported a position in WD in Q4 2020 and held it in 10 quarters. The position peaked at $2.34M in Q4 2021. 217 funds tracked by Wall St. Rank hold WD as of Q2 2023.

  • Raymond James Financial Services Advisors reported no remaining Walker & Dunlop position as of Q2 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 2,987 Walker & Dunlop shares in Q2 2023, an estimated $227K.
  • Raymond James Financial Services Advisors first reported a position in Walker & Dunlop in Q4 2020 and held it in 10 quarters.
  • Raymond James Financial Services Advisors's Walker & Dunlop position peaked at $2.34M in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.