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Truvestments Capital’s Walker & Dunlop WD Stock Holding History

Truvestments Capital’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
2024
Q1 		– Sell
-89
Closed -$9.88K – 886
2023
Q4 		$9.88K Hold
89
– – ﹤0.01% 520
2023
Q3 		$6.61K Sell
89
-5
-5% -$423 ﹤0.01% 482
2023
Q2 		$7.43K Hold
94
– – ﹤0.01% 483
2023
Q1 		$7.16K Hold
94
– – ﹤0.01% 471
2022
Q4 		$7.38K Buy
+94
New +$7.89K ﹤0.01% 494

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Truvestments Capital's WD Position: Q1 2024 in Review

Truvestments Capital sold out of Walker & Dunlop (WD) in Q1 2024, closing a stake of 89 shares — an estimated $9.88K sold.

Truvestments Capital first reported a position in WD in Q4 2022 and held it in 5 quarters. The position peaked at $9.88K in Q4 2023. 263 funds tracked by Wall St. Rank hold WD as of Q1 2024.

  • Truvestments Capital reported no remaining Walker & Dunlop position as of Q1 2024 after selling out during the quarter.
  • Truvestments Capital sold 89 Walker & Dunlop shares in Q1 2024, an estimated $9.88K.
  • Truvestments Capital first reported a position in Walker & Dunlop in Q4 2022 and held it in 5 quarters.
  • Truvestments Capital's Walker & Dunlop position peaked at $9.88K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.