United Capital Financial Advisors’s Walker & Dunlop WD Stock Holding History

United Capital 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 Q1	–	Sell	-1,519	Closed	-$229K	–	1234
2021 Q4	$229K	Buy	+1,519	New	+$212K	﹤0.01%	1109
2021 Q2	–	Sell	-13,709	Closed	-$1.41M	–	1260
2021 Q1	$1.41M	Buy	13,709 +3	+0%	+$291	0.01%	581
2020 Q4	$1.26M	Buy	13,706 +55	+0.4%	+$4.08K	0.01%	615
2020 Q3	$723K	Buy	13,651 +87	+0.6%	+$4.57K	﹤0.01%	741
2020 Q2	$689K	Buy	+13,564	New	+$555K	0.01%	761

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

United Capital Financial Advisors's WD Position: Q1 2022 in Review

United Capital Financial Advisors sold out of Walker & Dunlop (WD) in Q1 2022, closing a stake of 1,519 shares — an estimated $229K sold.

United Capital Financial Advisors first reported a position in WD in Q2 2020 and held it in 5 quarters. The position peaked at $1.41M in Q1 2021. 275 funds tracked by Wall St. Rank hold WD as of Q1 2022.

United Capital Financial Advisors reported no remaining Walker & Dunlop position as of Q1 2022 after selling out during the quarter.
United Capital Financial Advisors sold 1,519 Walker & Dunlop shares in Q1 2022, an estimated $229K.
United Capital Financial Advisors first reported a position in Walker & Dunlop in Q2 2020 and held it in 5 quarters.
United Capital Financial Advisors's Walker & Dunlop position peaked at $1.41M in Q1 2021.
275 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.