AEPWM
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Atlantic Edge Private Wealth Management’s CDW CDW Stock Holding History

Atlantic Edge Private 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
2026
Q1 		$11.7K Hold
97
– – ﹤0.01% 372
2025
Q4 		$13.2K Hold
97
– – ﹤0.01% 348
2025
Q3 		$15.5K Hold
97
– – ﹤0.01% 331
2025
Q2 		$17.3K Hold
97
– – ﹤0.01% 312
2025
Q1 		$15.5K Buy
97
+78
+411% +$14.2K ﹤0.01% 311
2024
Q4 		$3.31K Hold
19
– – ﹤0.01% 419
2024
Q3 		$4.3K Hold
19
– – ﹤0.01% 413
2024
Q2 		$4.25K Hold
19
– – ﹤0.01% 387
2024
Q1 		$4.86K Hold
19
– – ﹤0.01% 387
2023
Q4 		$4.32K Buy
+19
New +$4.03K ﹤0.01% 378

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VCM
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VPM
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State Street
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Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return