Wolf Group Capital Advisors’s Walker & Dunlop WD Stock Holding History

Wolf Group Capital Advisors’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 Q1	–	Sell	-1,338	Closed	-$202K	–	149
2021 Q4	$202K	Buy	+1,338	New	+$186K	0.03%	147
2019 Q4	–	Sell	-4,692	Closed	-$262K	–	78
2019 Q3	$262K	Sell	4,692 -14,455	-75%	-$811K	0.18%	70
2019 Q2	$1.02M	Sell	19,147 -7,035	-27%	-$372K	0.71%	46
2019 Q1	$1.33M	Sell	26,182 -426	-2%	-$21.6K	0.92%	35
2018 Q4	$1.15M	Hold	26,608	–	–	0.86%	39
2018 Q3	$1.41M	Sell	26,608 -2,127	-7%	-$118K	0.92%	40
2018 Q2	$1.6M	Buy	28,735 +744	+3%	+$42.9K	1.04%	39
2018 Q1	$1.66M	Buy	+27,991	New	+$1.39M	1.1%	36

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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wolf Group Capital Advisors's WD Position: Q1 2022 in Review

Wolf Group Capital Advisors sold out of Walker & Dunlop (WD) in Q1 2022, closing a stake of 1,338 shares — an estimated $202K sold.

Wolf Group Capital Advisors first reported a position in WD in Q1 2018 and held it in 8 quarters. The position peaked at $1.66M in Q1 2018. 275 funds tracked by Wall St. Rank hold WD as of Q1 2022.

Wolf Group Capital Advisors reported no remaining Walker & Dunlop position as of Q1 2022 after selling out during the quarter.
Wolf Group Capital Advisors sold 1,338 Walker & Dunlop shares in Q1 2022, an estimated $202K.
Wolf Group Capital Advisors first reported a position in Walker & Dunlop in Q1 2018 and held it in 8 quarters.
Wolf Group Capital Advisors's Walker & Dunlop position peaked at $1.66M in Q1 2018.
275 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2022.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.