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Ritter Daniher Financial Advisory’s Walker & Dunlop WD Stock Holding History

Ritter Daniher Financial Advisory’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
-130
Closed -$14.4K – 345
2023
Q4 		$14.4K Hold
130
– – 0.01% 210
2023
Q3 		$9.65K Hold
130
– – ﹤0.01% 232
2023
Q2 		$10.3K Buy
+130
New +$9.39K ﹤0.01% 218

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 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

Ritter Daniher Financial Advisory's WD Position: Q1 2024 in Review

Ritter Daniher Financial Advisory sold out of Walker & Dunlop (WD) in Q1 2024, closing a stake of 130 shares — an estimated $14.4K sold.

Ritter Daniher Financial Advisory first reported a position in WD in Q2 2023 and held it in 3 quarters. The position peaked at $14.4K in Q4 2023. 263 funds tracked by Wall St. Rank hold WD as of Q1 2024.

  • Ritter Daniher Financial Advisory reported no remaining Walker & Dunlop position as of Q1 2024 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 130 Walker & Dunlop shares in Q1 2024, an estimated $14.4K.
  • Ritter Daniher Financial Advisory first reported a position in Walker & Dunlop in Q2 2023 and held it in 3 quarters.
  • Ritter Daniher Financial Advisory's Walker & Dunlop position peaked at $14.4K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2024, filed 13 May 2024.