APWA
CDW icon

Atlas Private Wealth Advisors’s CDW CDW Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-40
Closed -$7K – 239
2021
Q3 		$7K Hold
40
– – ﹤0.01% 514
2021
Q2 		$7K Sell
40
-11
-22% -$1.9K ﹤0.01% 515
2021
Q1 		$8K Buy
51
+40
+364% +$5.97K ﹤0.01% 518
2020
Q4 		$1K Buy
+11
New +$1.44K ﹤0.01% 694

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlas Private Wealth Advisors's CDW Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of CDW (CDW) in Q4 2021, closing a stake of 40 shares — an estimated $7K sold.

Atlas Private Wealth Advisors first reported a position in CDW in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 805 funds tracked by Wall St. Rank hold CDW as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining CDW position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 40 CDW shares in Q4 2021, an estimated $7K.
  • Atlas Private Wealth Advisors first reported a position in CDW in Q4 2020 and held it in 4 quarters.
  • Atlas Private Wealth Advisors's CDW position peaked at $8K in Q1 2021.
  • 805 funds tracked by Wall St. Rank held CDW as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.