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SlateStone Wealth’s Walker & Dunlop WD Stock Holding History

SlateStone Wealth’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
Q1 		– Sell
-2,332
Closed -$259K – 290
2023
Q4 		$259K Sell
2,332
-4,048
-63% -$332K 0.03% 210
2023
Q3 		$474K Buy
6,380
+172
+3% +$14.5K 0.07% 158
2023
Q2 		$491K Buy
+6,208
New +$448K 0.09% 139

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SlateStone Wealth's WD Position: Q1 2024 in Review

SlateStone Wealth sold out of Walker & Dunlop (WD) in Q1 2024, closing a stake of 2,332 shares — an estimated $259K sold.

SlateStone Wealth first reported a position in WD in Q2 2023 and held it in 3 quarters. The position peaked at $491K in Q2 2023. 263 funds tracked by Wall St. Rank hold WD as of Q1 2024.

  • SlateStone Wealth reported no remaining Walker & Dunlop position as of Q1 2024 after selling out during the quarter.
  • SlateStone Wealth sold 2,332 Walker & Dunlop shares in Q1 2024, an estimated $259K.
  • SlateStone Wealth first reported a position in Walker & Dunlop in Q2 2023 and held it in 3 quarters.
  • SlateStone Wealth's Walker & Dunlop position peaked at $491K in Q2 2023.
  • 263 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2024.

Based on SlateStone Wealth's 13F filing for Q1 2024, filed 26 Apr 2024.