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Wealthcare Advisory Partners’s Walker & Dunlop WD Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-40
Closed -$4K – 1862
2021
Q1 		$4K Buy
+40
New +$3.89K ﹤0.01% 1736
2020
Q2 		– Sell
-40
Closed -$2K – 1355
2020
Q1 		$2K Hold
40
– – ﹤0.01% 1332
2019
Q4 		$3K Hold
40
– – ﹤0.01% 1219
2019
Q3 		$2K Buy
+40
New +$2.25K ﹤0.01% 1247

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Dimensional Fund Advisors
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wealthcare Advisory Partners's WD Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Walker & Dunlop (WD) in Q2 2021, closing a stake of 40 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in WD in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 220 funds tracked by Wall St. Rank hold WD as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Walker & Dunlop position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 40 Walker & Dunlop shares in Q2 2021, an estimated $4K.
  • Wealthcare Advisory Partners first reported a position in Walker & Dunlop in Q3 2019 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Walker & Dunlop position peaked at $4K in Q1 2021.
  • 220 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.