VFA
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Valeo Financial Advisors’s Walker & Dunlop WD Stock Holding History

Valeo 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
2023
Q2 		– Sell
-2,684
Closed -$204K – 679
2023
Q1 		$204K Buy
+2,684
New +$233K 0.01% 546
2022
Q3 		– Sell
-2,166
Closed -$209K – 547
2022
Q2 		$209K Buy
2,166
+282
+15% +$31.1K 0.01% 430
2022
Q1 		$244K Buy
1,884
+81
+4% +$11.1K 0.01% 501
2021
Q4 		$272K Buy
+1,803
New +$251K 0.01% 434
2021
Q2 		– Sell
-1,295
Closed -$133K – 1819
2021
Q1 		$133K Sell
1,295
-67
-5% -$6.51K 0.01% 544
2020
Q4 		$125K Buy
1,362
+182
+15% +$13.5K 0.01% 516
2020
Q3 		$63K Buy
1,180
+119
+11% +$6.24K 0.01% 592
2020
Q2 		$54K Buy
1,061
+349
+49% +$14.3K ﹤0.01% 701
2020
Q1 		$28K Sell
712
-108
-13% -$6.8K ﹤0.01% 791
2019
Q4 		$53K Buy
820
+31
+4% +$1.96K 0.01% 623
2019
Q3 		$44K Sell
789
-89
-10% -$5K ﹤0.01% 643
2019
Q2 		$47K Buy
878
+54
+7% +$2.86K 0.01% 628
2019
Q1 		$42K Buy
824
+624
+312% +$31.7K 0.01% 605
2018
Q4 		$9K Hold
200
– – ﹤0.01% 921
2018
Q3 		$8K Buy
+200
New +$11.1K ﹤0.01% 1058
2018
Q2 		– Sell
-36
Closed -$2K – 1766
2018
Q1 		$2K Buy
+36
New +$1.79K ﹤0.01% 1366

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Valeo Financial Advisors's WD Position: Q2 2023 in Review

Valeo Financial Advisors sold out of Walker & Dunlop (WD) in Q2 2023, closing a stake of 2,684 shares — an estimated $204K sold.

Valeo Financial Advisors first reported a position in WD in Q1 2018 and held it in 16 quarters. The position peaked at $272K in Q4 2021. 217 funds tracked by Wall St. Rank hold WD as of Q2 2023.

  • Valeo Financial Advisors reported no remaining Walker & Dunlop position as of Q2 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,684 Walker & Dunlop shares in Q2 2023, an estimated $204K.
  • Valeo Financial Advisors first reported a position in Walker & Dunlop in Q1 2018 and held it in 16 quarters.
  • Valeo Financial Advisors's Walker & Dunlop position peaked at $272K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2023.

Based on Valeo Financial Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.