Vest Financial’s Walker & Dunlop WD Stock Holding History

Vest Financial’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	-2,276	Closed	-$253K	–	304
2023 Q4	$253K	Buy	+2,276	New	+$187K	0.01%	130

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 Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vest Financial's WD Position: Q1 2024 in Review

Vest Financial sold out of Walker & Dunlop (WD) in Q1 2024, closing a stake of 2,276 shares — an estimated $253K sold.

Vest Financial first reported a position in WD in Q4 2023 and held it in 1 quarter. The position peaked at $253K in Q4 2023. 263 funds tracked by Wall St. Rank hold WD as of Q1 2024.

Vest Financial reported no remaining Walker & Dunlop position as of Q1 2024 after selling out during the quarter.
Vest Financial sold 2,276 Walker & Dunlop shares in Q1 2024, an estimated $253K.
Vest Financial first reported a position in Walker & Dunlop in Q4 2023 and held it in 1 quarter.
Vest Financial's Walker & Dunlop position peaked at $253K in Q4 2023.
263 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2024.

Based on Vest Financial's 13F filing for Q1 2024, filed 30 Apr 2024.