Valley Wealth Managers’s Walker & Dunlop WD Stock Holding History

Valley Wealth Managers’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	-22	Closed	-$1.85K	–	465
2022 Q3	$2K	Buy	+22	New	+$2.25K	﹤0.01%	383

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

Valley Wealth Managers's WD Position: Q4 2022 in Review

Valley Wealth Managers sold out of Walker & Dunlop (WD) in Q4 2022, closing a stake of 22 shares — an estimated $1.85K sold.

Valley Wealth Managers first reported a position in WD in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 226 funds tracked by Wall St. Rank hold WD as of Q4 2022.

Valley Wealth Managers reported no remaining Walker & Dunlop position as of Q4 2022 after selling out during the quarter.
Valley Wealth Managers sold 22 Walker & Dunlop shares in Q4 2022, an estimated $1.85K.
Valley Wealth Managers first reported a position in Walker & Dunlop in Q3 2022 and held it in 1 quarter.
Valley Wealth Managers's Walker & Dunlop position peaked at $2K in Q3 2022.
226 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.