SWA
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Sutton Wealth Advisors’s Walker & Dunlop WD Stock Holding History

Sutton Wealth 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
Q1 		– Sell
-573
Closed -$45K – 1562
2022
Q4 		$45K Buy
573
+2
+0.4% +$168 0.02% 422
2022
Q3 		$47.8K Sell
571
-7
-1% -$715 0.02% 384
2022
Q2 		$55.7K Buy
578
+6
+1% +$662 0.02% 353
2022
Q1 		$74K Sell
572
-4
-0.7% -$549 0.03% 308
2021
Q4 		$86.9K Buy
576
+7
+1% +$975 0.03% 287
2021
Q3 		$64.6K Hold
569
– – 0.02% 333
2021
Q2 		$59.4K Hold
569
– – 0.02% 361
2021
Q1 		$58.5K Hold
569
– – 0.02% 354
2020
Q4 		$52.4K Hold
569
– – 0.02% 340
2020
Q3 		$30.2K Hold
569
– – 0.01% 431
2020
Q2 		$28.9K Sell
569
-144
-20% -$5.89K 0.02% 435
2020
Q1 		$28.7K Hold
713
– – 0.02% 380
2019
Q4 		$46.1K Hold
713
– – 0.02% 330
2019
Q3 		$39.9K Hold
713
– – 0.02% 362
2019
Q2 		$37.9K Hold
713
– – 0.02% 375
2019
Q1 		$36.3K Buy
713
+368
+107% +$18.7K 0.02% 383
2018
Q4 		$14.9K Hold
345
– – 0.01% 624
2018
Q3 		$18.2K Hold
345
– – 0.01% 624
2018
Q2 		$19.2K Hold
345
– – 0.01% 606
2018
Q1 		$20.5K Buy
345
+155
+82% +$7.69K 0.01% 561
2017
Q4 		$9.03K Hold
190
– – 0.01% 811
2017
Q3 		$9.94K Sell
190
-115
-38% -$5.61K 0.01% 765
2017
Q2 		$14.9K Buy
305
+115
+61% +$5.36K 0.01% 638
2017
Q1 		$7.92K Hold
190
– – 0.01% 772
2016
Q4 		$5.93K Hold
190
– – 0.01% 816
2016
Q3 		$4.8K Hold
190
– – ﹤0.01% 822
2016
Q2 		$4.33K Sell
190
-270
-59% -$6.32K ﹤0.01% 811
2016
Q1 		$11.2K Buy
+460
New +$10.9K 0.01% 579

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sutton Wealth Advisors's WD Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Walker & Dunlop (WD) in Q1 2023, closing a stake of 573 shares — an estimated $45K sold.

Sutton Wealth Advisors first reported a position in WD in Q1 2016 and held it in 28 quarters. The position peaked at $86.9K in Q4 2021. 242 funds tracked by Wall St. Rank hold WD as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Walker & Dunlop position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 573 Walker & Dunlop shares in Q1 2023, an estimated $45K.
  • Sutton Wealth Advisors first reported a position in Walker & Dunlop in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Walker & Dunlop position peaked at $86.9K in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.