Avestar Capital’s CDW CDW Stock Holding History

Avestar Capital’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 Q2	–	Sell	-790	Closed	-$202K	–	464
2024 Q1	$202K	Buy	+790	New	+$188K	0.02%	425
2019 Q3	–	Sell	-5	Closed	–	–	281
2019 Q2	$0	Hold	5	–	–	﹤0.01%	872
2019 Q1	$0	Sell	5 -3	-38%	-$268	﹤0.01%	856
2018 Q4	$0	Buy	+8	New	+$689	﹤0.01%	855

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

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

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

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

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

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

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

Avestar Capital's CDW Position: Q2 2024 in Review

Avestar Capital sold out of CDW (CDW) in Q2 2024, closing a stake of 790 shares — an estimated $202K sold.

Avestar Capital first reported a position in CDW in Q4 2018 and held it in 4 quarters. The position peaked at $202K in Q1 2024. 899 funds tracked by Wall St. Rank hold CDW as of Q2 2024.

Avestar Capital reported no remaining CDW position as of Q2 2024 after selling out during the quarter.
Avestar Capital sold 790 CDW shares in Q2 2024, an estimated $202K.
Avestar Capital first reported a position in CDW in Q4 2018 and held it in 4 quarters.
Avestar Capital's CDW position peaked at $202K in Q1 2024.
899 funds tracked by Wall St. Rank held CDW as of Q2 2024.

Based on Avestar Capital's 13F filing for Q2 2024, filed 8 Aug 2024.