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Salem Investment Counselors’s Walker & Dunlop WD Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-50
Closed -$3.96K – 1182
2023
Q2 		$3.96K Buy
+50
New +$3.61K ﹤0.01% 941

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Salem Investment Counselors's WD Position: Q3 2023 in Review

Salem Investment Counselors sold out of Walker & Dunlop (WD) in Q3 2023, closing a stake of 50 shares — an estimated $3.96K sold.

Salem Investment Counselors first reported a position in WD in Q2 2023 and held it in 1 quarter. The position peaked at $3.96K in Q2 2023. 217 funds tracked by Wall St. Rank hold WD as of Q3 2023.

  • Salem Investment Counselors reported no remaining Walker & Dunlop position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 50 Walker & Dunlop shares in Q3 2023, an estimated $3.96K.
  • Salem Investment Counselors first reported a position in Walker & Dunlop in Q2 2023 and held it in 1 quarter.
  • Salem Investment Counselors's Walker & Dunlop position peaked at $3.96K in Q2 2023.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.