Ropes Wealth Advisors’s Walker & Dunlop WD Stock Holding History

Ropes Wealth 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 Q1	–	Sell	-7	Closed	-$1K	–	785
2020 Q4	$1K	Buy	+7	New	+$519	﹤0.01%	790

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ropes Wealth Advisors's WD Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Walker & Dunlop (WD) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in WD in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 225 funds tracked by Wall St. Rank hold WD as of Q1 2021.

Ropes Wealth Advisors reported no remaining Walker & Dunlop position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 7 Walker & Dunlop shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in Walker & Dunlop in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Walker & Dunlop position peaked at $1K in Q4 2020.
225 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.