Winch Advisory Services’s Walker & Dunlop WD Stock Holding History

Winch Advisory Services’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 Q2	–	Sell	-74	Closed	-$10K	–	485
2022 Q1	$10K	Sell	74 -8	-10%	-$1.1K	﹤0.01%	259
2021 Q4	$12K	Buy	+82	New	+$11.4K	﹤0.01%	255
2021 Q3	–	Sell	-101	Closed	-$11K	–	517
2021 Q2	$11K	Buy	+101	New	+$10.6K	﹤0.01%	258

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winch Advisory Services's WD Position: Q2 2022 in Review

Winch Advisory Services sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 74 shares — an estimated $10K sold.

Winch Advisory Services first reported a position in WD in Q2 2021 and held it in 3 quarters. The position peaked at $12K in Q4 2021. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

Winch Advisory Services reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 74 Walker & Dunlop shares in Q2 2022, an estimated $10K.
Winch Advisory Services first reported a position in Walker & Dunlop in Q2 2021 and held it in 3 quarters.
Winch Advisory Services's Walker & Dunlop position peaked at $12K in Q4 2021.
234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.