Robertson Stephens Wealth Management’s Walker & Dunlop WD Stock Holding History

Robertson Stephens Wealth Management’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 Q4	–	Sell	-12,263	Closed	-$1.39M	–	640
2024 Q3	$1.39M	Buy	+12,263	New	+$1.28M	0.05%	243
2022 Q4	–	Sell	-7,240	Closed	-$606K	–	440
2022 Q3	$606K	Hold	7,240	–	–	0.06%	197
2022 Q2	$697K	Buy	7,240 +745	+11%	+$82.2K	0.07%	201
2022 Q1	$840K	Buy	6,495 +1,515	+30%	+$208K	0.07%	199
2021 Q4	$751K	Hold	4,980	–	–	0.06%	212
2021 Q3	$565K	Buy	4,980 +510	+11%	+$53.4K	0.06%	190
2021 Q2	$466K	Buy	4,470 +500	+13%	+$52.3K	0.06%	215
2021 Q1	$407K	Buy	3,970 +570	+17%	+$55.4K	0.07%	199
2020 Q4	$312K	Buy	+3,400	New	+$252K	0.07%	187

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Robertson Stephens Wealth Management's WD Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Walker & Dunlop (WD) in Q4 2024, closing a stake of 12,263 shares — an estimated $1.39M sold.

Robertson Stephens Wealth Management first reported a position in WD in Q4 2020 and held it in 9 quarters. The position peaked at $1.39M in Q3 2024. 270 funds tracked by Wall St. Rank hold WD as of Q4 2024.

Robertson Stephens Wealth Management reported no remaining Walker & Dunlop position as of Q4 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 12,263 Walker & Dunlop shares in Q4 2024, an estimated $1.39M.
Robertson Stephens Wealth Management first reported a position in Walker & Dunlop in Q4 2020 and held it in 9 quarters.
Robertson Stephens Wealth Management's Walker & Dunlop position peaked at $1.39M in Q3 2024.
270 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.