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TCI Wealth Advisors’s Walker & Dunlop WD Stock Holding History

TCI 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
Q2 		– Sell
-108
Closed -$8.23K – 2218
2023
Q1 		$8.23K Buy
108
+2
+2% +$174 ﹤0.01% 1205
2022
Q4 		$8.32K Sell
106
-95
-47% -$7.98K ﹤0.01% 1200
2022
Q3 		$17K Buy
201
+48
+31% +$4.9K ﹤0.01% 742
2022
Q2 		$15K Sell
153
-173
-53% -$19.1K ﹤0.01% 783
2022
Q1 		$43K Buy
326
+176
+117% +$24.2K 0.01% 452
2021
Q4 		$23K Hold
150
– – ﹤0.01% 654
2021
Q3 		$17K Buy
150
+99
+194% +$10.4K ﹤0.01% 769
2021
Q2 		$5K Sell
51
-56
-52% -$5.86K ﹤0.01% 1497
2021
Q1 		$11K Buy
107
+56
+110% +$5.44K ﹤0.01% 832
2020
Q4 		$5K Hold
51
– – ﹤0.01% 915
2020
Q3 		$3K Hold
51
– – ﹤0.01% 1026
2020
Q2 		$3K Buy
51
+9
+21% +$368 ﹤0.01% 979
2020
Q1 		$2K Buy
42
+10
+31% +$630 ﹤0.01% 1122
2019
Q4 		$2K Hold
32
– – ﹤0.01% 1226
2019
Q3 		$2K Hold
32
– – ﹤0.01% 1167
2019
Q2 		$2K Hold
32
– – ﹤0.01% 1084
2019
Q1 		$2K Hold
32
– – ﹤0.01% 1097
2018
Q4 		$1K Buy
32
+3
+10% +$138 ﹤0.01% 1335
2018
Q3 		$2K Hold
29
– – ﹤0.01% 1099
2018
Q2 		$2K Hold
29
– – ﹤0.01% 1161
2018
Q1 		$2K Hold
29
– – ﹤0.01% 1028
2017
Q4 		$1K Hold
29
– – ﹤0.01% 1285
2017
Q3 		$2K Hold
29
– – ﹤0.01% 1009
2017
Q2 		$1K Hold
29
– – ﹤0.01% 1238
2017
Q1 		$1K Hold
29
– – ﹤0.01% 1184
2016
Q4 		$1K Hold
29
– – ﹤0.01% 1252
2016
Q3 		$1K Hold
29
– – ﹤0.01% 1240
2016
Q2 		$1K Hold
29
– – ﹤0.01% 1176
2016
Q1 		$1K Buy
+29
New +$686 ﹤0.01% 1175

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TCI Wealth Advisors's WD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Walker & Dunlop (WD) in Q2 2023, closing a stake of 108 shares — an estimated $8.23K sold.

TCI Wealth Advisors first reported a position in WD in Q1 2016 and held it in 29 quarters. The position peaked at $43K in Q1 2022. 217 funds tracked by Wall St. Rank hold WD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Walker & Dunlop position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 108 Walker & Dunlop shares in Q2 2023, an estimated $8.23K.
  • TCI Wealth Advisors first reported a position in Walker & Dunlop in Q1 2016 and held it in 29 quarters.
  • TCI Wealth Advisors's Walker & Dunlop position peaked at $43K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.