TCWP’s Walker & Dunlop WD Stock Holding History

TCWP’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
2022 Q2	–	Sell	-41	Closed	-$5K	–	1736
2022 Q1	$5K	Buy	+41	New	+$5.63K	﹤0.01%	1079

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCWP's WD Position: Q2 2022 in Review

TCWP sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 41 shares — an estimated $5K sold.

TCWP first reported a position in WD in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

TCWP reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
TCWP sold 41 Walker & Dunlop shares in Q2 2022, an estimated $5K.
TCWP first reported a position in Walker & Dunlop in Q1 2022 and held it in 1 quarter.
TCWP's Walker & Dunlop position peaked at $5K in Q1 2022.
234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.