VVP
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Venture Visionary Partners’s Walker & Dunlop WD Stock Holding History

Venture Visionary Partners’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
Q3 		– Sell
-109
Closed -$10.5K – 1537
2022
Q2 		$10.5K Buy
+109
New +$12K ﹤0.01% 1231

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Venture Visionary Partners's WD Position: Q3 2022 in Review

Venture Visionary Partners sold out of Walker & Dunlop (WD) in Q3 2022, closing a stake of 109 shares — an estimated $10.5K sold.

Venture Visionary Partners first reported a position in WD in Q2 2022 and held it in 1 quarter. The position peaked at $10.5K in Q2 2022. 245 funds tracked by Wall St. Rank hold WD as of Q3 2022.

  • Venture Visionary Partners reported no remaining Walker & Dunlop position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 109 Walker & Dunlop shares in Q3 2022, an estimated $10.5K.
  • Venture Visionary Partners first reported a position in Walker & Dunlop in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Walker & Dunlop position peaked at $10.5K in Q2 2022.
  • 245 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.