WealthShield Partners’s Walker & Dunlop WD Stock Holding History

WealthShield 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	-760	Closed	-$78K	–	1160
2021 Q1	$78K	Buy	+760	New	+$73.8K	0.01%	380

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

Goldman Sachs New York $871B AUM 31.28% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

WealthShield Partners's WD Position: Q2 2021 in Review

WealthShield Partners sold out of Walker & Dunlop (WD) in Q2 2021, closing a stake of 760 shares — an estimated $78K sold.

WealthShield Partners first reported a position in WD in Q1 2021 and held it in 1 quarter. The position peaked at $78K in Q1 2021. 220 funds tracked by Wall St. Rank hold WD as of Q2 2021.

WealthShield Partners reported no remaining Walker & Dunlop position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 760 Walker & Dunlop shares in Q2 2021, an estimated $78K.
WealthShield Partners first reported a position in Walker & Dunlop in Q1 2021 and held it in 1 quarter.
WealthShield Partners's Walker & Dunlop position peaked at $78K in Q1 2021.
220 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.