Accurate Wealth Management’s CDW CDW Stock Holding History

Accurate Wealth Management’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
2023 Q1	–	Sell	-9,101	Closed	-$1.7M	–	434
2022 Q4	$1.7M	Buy	+9,101	New	+$1.6M	0.62%	28

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

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

Select Equity Group New York $19.5B AUM 17.33% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Accurate Wealth Management's CDW Position: Q1 2023 in Review

Accurate Wealth Management sold out of CDW (CDW) in Q1 2023, closing a stake of 9,101 shares — an estimated $1.7M sold.

Accurate Wealth Management first reported a position in CDW in Q4 2022 and held it in 1 quarter. The position peaked at $1.7M in Q4 2022. 814 funds tracked by Wall St. Rank hold CDW as of Q1 2023.

Accurate Wealth Management reported no remaining CDW position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 9,101 CDW shares in Q1 2023, an estimated $1.7M.
Accurate Wealth Management first reported a position in CDW in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's CDW position peaked at $1.7M in Q4 2022.
814 funds tracked by Wall St. Rank held CDW as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.