1776 Wealth’s CDW CDW Stock Holding History

1776 Wealth’s Portfolio CDW Stock Details CDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-139	Closed	-$19K	–	320
2019 Q4	$19K	Buy	+139	New	+$18.4K	0.02%	244

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

1776 Wealth's CDW Position: Q1 2020 in Review

1776 Wealth sold out of CDW (CDW) in Q1 2020, closing a stake of 139 shares — an estimated $19K sold.

1776 Wealth first reported a position in CDW in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 636 funds tracked by Wall St. Rank hold CDW as of Q1 2020.

1776 Wealth reported no remaining CDW position as of Q1 2020 after selling out during the quarter.
1776 Wealth sold 139 CDW shares in Q1 2020, an estimated $19K.
1776 Wealth first reported a position in CDW in Q4 2019 and held it in 1 quarter.
1776 Wealth's CDW position peaked at $19K in Q4 2019.
636 funds tracked by Wall St. Rank held CDW as of Q1 2020.

Based on 1776 Wealth's 13F filing for Q1 2020, filed 22 Apr 2020.