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Seven Post Investment Office’s Walker & Dunlop WD Stock Holding History

Seven Post Investment Office’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
-1,550
Closed -$201K – 58
2022
Q1 		$201K Hold
1,550
– – 0.06% 48
2021
Q4 		$234K Buy
+1,550
New +$216K 0.06% 45

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

Seven Post Investment Office's WD Position: Q2 2022 in Review

Seven Post Investment Office sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 1,550 shares — an estimated $201K sold.

Seven Post Investment Office first reported a position in WD in Q4 2021 and held it in 2 quarters. The position peaked at $234K in Q4 2021. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

  • Seven Post Investment Office reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
  • Seven Post Investment Office sold 1,550 Walker & Dunlop shares in Q2 2022, an estimated $201K.
  • Seven Post Investment Office first reported a position in Walker & Dunlop in Q4 2021 and held it in 2 quarters.
  • Seven Post Investment Office's Walker & Dunlop position peaked at $234K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on Seven Post Investment Office's 13F filing for Q2 2022, filed 8 Aug 2022.