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 Q2	–	Sell	-139	Closed	-$19K	–	331
2020 Q1	$19K	Hold	139	–	–	0.01%	286
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 $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AAMU

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1776 Wealth's CDW Position: Q2 2020 in Review

1776 Wealth sold out of CDW (CDW) in Q2 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 2 quarters. The position peaked at $19K in Q1 2020. 667 funds tracked by Wall St. Rank hold CDW as of Q2 2020.

1776 Wealth reported no remaining CDW position as of Q2 2020 after selling out during the quarter.
1776 Wealth sold 139 CDW shares in Q2 2020, an estimated $19K.
1776 Wealth first reported a position in CDW in Q4 2019 and held it in 2 quarters.
1776 Wealth's CDW position peaked at $19K in Q1 2020.
667 funds tracked by Wall St. Rank held CDW as of Q2 2020.

Based on 1776 Wealth's 13F filing for Q2 2020, filed 4 Aug 2020.