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Sowell Financial Services’s Walker & Dunlop WD Stock Holding History

Sowell Financial Services’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
2020
Q3 		– Sell
-127
Closed -$6K – 2727
2020
Q2 		$6K Hold
127
– – ﹤0.01% 1865
2020
Q1 		$5K Hold
127
– – ﹤0.01% 1843
2019
Q4 		$8K Hold
127
– – ﹤0.01% 1775
2019
Q3 		$7K Buy
+127
New +$7.13K ﹤0.01% 1656

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Dimensional Fund Advisors
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sowell Financial Services's WD Position: Q3 2020 in Review

Sowell Financial Services sold out of Walker & Dunlop (WD) in Q3 2020, closing a stake of 127 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in WD in Q3 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 184 funds tracked by Wall St. Rank hold WD as of Q3 2020.

  • Sowell Financial Services reported no remaining Walker & Dunlop position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 127 Walker & Dunlop shares in Q3 2020, an estimated $6K.
  • Sowell Financial Services first reported a position in Walker & Dunlop in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Walker & Dunlop position peaked at $8K in Q4 2019.
  • 184 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.