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Vivid Financial Management’s Walker & Dunlop WD Stock Holding History

Vivid Financial Management’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
2021
Q4 		$286K Sell
1,898
-1,838
-49% -$256K 0.11% 105
2021
Q3 		$424K Sell
3,736
-336
-8% -$35.2K 0.17% 75
2021
Q2 		$425K Sell
4,072
-135
-3% -$14.1K 0.17% 93
2021
Q1 		$432K Buy
4,207
+9
+0.2% +$874 0.2% 80
2020
Q4 		$386K Buy
+4,198
New +$311K 0.19% 94

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vivid Financial Management's WD Position: Q4 2021 in Review

Vivid Financial Management reduced its Walker & Dunlop (WD) stake by 49% in Q4 2021, selling an estimated $256K and leaving 1,898 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #105.

Vivid Financial Management first reported a position in WD in Q4 2020 and has held it in 5 quarters since. The position peaked at $432K in Q1 2021. 271 funds tracked by Wall St. Rank hold WD as of Q4 2021.

  • Vivid Financial Management held 1,898 shares of Walker & Dunlop worth $286K as of Q4 2021.
  • Vivid Financial Management sold 1,838 Walker & Dunlop shares in Q4 2021, an estimated $256K.
  • Walker & Dunlop made up 0.11% of Vivid Financial Management's portfolio in Q4 2021, its #105 holding.
  • Vivid Financial Management first reported a position in Walker & Dunlop in Q4 2020 and has held it in 5 quarters since.
  • Vivid Financial Management's Walker & Dunlop position peaked at $432K in Q1 2021.
  • 271 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.