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San Luis Wealth Advisors’s Walker & Dunlop WD Stock Holding History

San Luis 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
2022
Q2 		– Sell
-285
Closed -$43K – 423
2022
Q1 		$43K Buy
+285
New +$39.1K 0.02% 250

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T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

San Luis Wealth Advisors's WD Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 285 shares — an estimated $43K sold.

San Luis Wealth Advisors first reported a position in WD in Q1 2022 and held it in 1 quarter. The position peaked at $43K in Q1 2022. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 285 Walker & Dunlop shares in Q2 2022, an estimated $43K.
  • San Luis Wealth Advisors first reported a position in Walker & Dunlop in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Walker & Dunlop position peaked at $43K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.