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Stonebridge Capital Advisors’s Walker & Dunlop WD Stock Holding History

Stonebridge Capital 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
2023
Q4 		– Sell
-21
Closed -$1.56K – 857
2023
Q3 		$1.56K Buy
+21
New +$1.77K ﹤0.01% 830

Other funds holding WD

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Stonebridge Capital Advisors's WD Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Walker & Dunlop (WD) in Q4 2023, closing a stake of 21 shares — an estimated $1.56K sold.

Stonebridge Capital Advisors first reported a position in WD in Q3 2023 and held it in 1 quarter. The position peaked at $1.56K in Q3 2023. 253 funds tracked by Wall St. Rank hold WD as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Walker & Dunlop position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 21 Walker & Dunlop shares in Q4 2023, an estimated $1.56K.
  • Stonebridge Capital Advisors first reported a position in Walker & Dunlop in Q3 2023 and held it in 1 quarter.
  • Stonebridge Capital Advisors's Walker & Dunlop position peaked at $1.56K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.