180 Wealth Advisors’s CDW CDW Stock Holding History

180 Wealth Advisors’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
2024 Q4	–	Sell	-1,623	Closed	-$367K	–	438
2024 Q3	$367K	Sell	1,623 -358	-18%	-$79.5K	0.06%	294
2024 Q2	$443K	Buy	+1,981	New	+$459K	0.07%	243
2023 Q2	–	Sell	-1,343	Closed	-$262K	–	371
2023 Q1	$262K	Buy	+1,343	New	+$264K	0.06%	289
2021 Q4	–	Sell	-1,326	Closed	-$236K	–	390
2021 Q3	$236K	Buy	+1,326	New	+$250K	0.05%	327

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

180 Wealth Advisors's CDW Position: Q4 2024 in Review

180 Wealth Advisors sold out of CDW (CDW) in Q4 2024, closing a stake of 1,623 shares — an estimated $367K sold.

180 Wealth Advisors first reported a position in CDW in Q3 2021 and held it in 4 quarters. The position peaked at $443K in Q2 2024. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

180 Wealth Advisors reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
180 Wealth Advisors sold 1,623 CDW shares in Q4 2024, an estimated $367K.
180 Wealth Advisors first reported a position in CDW in Q3 2021 and held it in 4 quarters.
180 Wealth Advisors's CDW position peaked at $443K in Q2 2024.
852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on 180 Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.