SWM
WD icon

Spire Wealth Management’s Walker & Dunlop WD Stock Holding History

Spire Wealth Management’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
-457
Closed -$45.2K – 2415
2023
Q4 		$45.2K Buy
457
+29
+7% +$2.38K ﹤0.01% 1234
2023
Q3 		$31.8K Sell
428
-193
-31% -$16.3K ﹤0.01% 1339
2023
Q2 		$49.1K Buy
621
+6
+1% +$433 ﹤0.01% 1206
2023
Q1 		$46.9K Buy
615
+4
+0.7% +$347 ﹤0.01% 1230
2022
Q4 		$48K Buy
611
+5
+0.8% +$420 ﹤0.01% 1005
2022
Q3 		$51K Buy
606
+3
+0.5% +$306 ﹤0.01% 946
2022
Q2 		$58K Sell
603
-96
-14% -$10.6K ﹤0.01% 1236
2022
Q1 		$90K Sell
699
-14
-2% -$1.92K ﹤0.01% 1202
2021
Q4 		$108K Buy
713
+20
+3% +$2.79K ﹤0.01% 1374
2021
Q3 		$79K Sell
693
-237
-25% -$24.8K ﹤0.01% 1282
2021
Q2 		$97K Buy
930
+813
+695% +$85.1K ﹤0.01% 1192
2021
Q1 		$22K Buy
+117
New +$11.4K ﹤0.01% 2116

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

Spire Wealth Management's WD Position: Q1 2024 in Review

Spire Wealth Management sold out of Walker & Dunlop (WD) in Q1 2024, closing a stake of 457 shares — an estimated $45.2K sold.

Spire Wealth Management first reported a position in WD in Q1 2021 and held it in 12 quarters. The position peaked at $108K in Q4 2021. 263 funds tracked by Wall St. Rank hold WD as of Q1 2024.

  • Spire Wealth Management reported no remaining Walker & Dunlop position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 457 Walker & Dunlop shares in Q1 2024, an estimated $45.2K.
  • Spire Wealth Management first reported a position in Walker & Dunlop in Q1 2021 and held it in 12 quarters.
  • Spire Wealth Management's Walker & Dunlop position peaked at $108K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.