Teamwork Financial Advisors’s Walker & Dunlop WD Stock Holding History

Teamwork Financial 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
2022 Q4	–	Sell	-4,132	Closed	-$346K	–	222
2022 Q3	$346K	Sell	4,132 -1,659	-29%	-$169K	0.07%	157
2022 Q2	$558K	Buy	5,791 +386	+7%	+$42.6K	0.12%	116
2022 Q1	$699K	Buy	5,405 +182	+3%	+$25K	0.13%	136
2021 Q4	$788K	Sell	5,223 -97	-2%	-$13.5K	0.14%	141
2021 Q3	$604K	Buy	5,320 +2,051	+63%	+$215K	0.12%	137
2021 Q2	$341K	Sell	3,269 -1,671	-34%	-$175K	0.07%	183
2021 Q1	$507K	Buy	4,940 +1,689	+52%	+$164K	0.12%	140
2020 Q4	$299K	Buy	+3,251	New	+$241K	0.07%	165
2020 Q3	–	Sell	-9,023	Closed	-$458K	–	207
2020 Q2	$458K	Buy	+9,023	New	+$369K	0.16%	115

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Teamwork Financial Advisors's WD Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of Walker & Dunlop (WD) in Q4 2022, closing a stake of 4,132 shares — an estimated $346K sold.

Teamwork Financial Advisors first reported a position in WD in Q2 2020 and held it in 9 quarters. The position peaked at $788K in Q4 2021. 226 funds tracked by Wall St. Rank hold WD as of Q4 2022.

Teamwork Financial Advisors reported no remaining Walker & Dunlop position as of Q4 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 4,132 Walker & Dunlop shares in Q4 2022, an estimated $346K.
Teamwork Financial Advisors first reported a position in Walker & Dunlop in Q2 2020 and held it in 9 quarters.
Teamwork Financial Advisors's Walker & Dunlop position peaked at $788K in Q4 2021.
226 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.