AWM
CDW icon

Avior Wealth Management’s CDW CDW Stock Holding History

Avior 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
2025
Q1 		– Sell
-837
Closed -$146K – 999
2024
Q4 		$146K Buy
837
+9
+1% +$1.75K 0.01% 795
2024
Q3 		$187K Buy
828
+5
+0.6% +$1.11K 0.01% 712
2024
Q2 		$184K Sell
823
-335
-29% -$77.7K 0.01% 689
2024
Q1 		$296K Buy
+1,158
New +$275K 0.01% 589
2023
Q3 		– Sell
-65
Closed -$11.9K – 1605
2023
Q2 		$11.9K Hold
65
– – ﹤0.01% 991
2023
Q1 		$12.7K Hold
65
– – ﹤0.01% 1013
2022
Q4 		$11.6K Sell
65
-1,643
-96% -$289K ﹤0.01% 829
2022
Q3 		$266K Hold
1,708
– – 0.02% 404
2022
Q2 		$268K Hold
1,708
– – 0.03% 375
2022
Q1 		$304K Hold
1,708
– – 0.03% 380
2021
Q4 		$349K Buy
1,708
+65
+4% +$12.4K 0.03% 371
2021
Q3 		$299K Sell
1,643
-91
-5% -$17.2K 0.02% 378
2021
Q2 		$302K Hold
1,734
– – 0.03% 364
2021
Q1 		$287K Buy
+1,734
New +$259K 0.03% 365
2020
Q3 		– Sell
-3,500
Closed -$406K – 930
2020
Q2 		$406K Buy
3,500
+970
+38% +$105K 0.06% 276
2020
Q1 		$235K Buy
+2,530
New +$310K 0.05% 314

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avior Wealth Management's CDW Position: Q1 2025 in Review

Avior Wealth Management sold out of CDW (CDW) in Q1 2025, closing a stake of 837 shares — an estimated $146K sold.

Avior Wealth Management first reported a position in CDW in Q1 2020 and held it in 16 quarters. The position peaked at $406K in Q2 2020. 840 funds tracked by Wall St. Rank hold CDW as of Q1 2025.

  • Avior Wealth Management reported no remaining CDW position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 837 CDW shares in Q1 2025, an estimated $146K.
  • Avior Wealth Management first reported a position in CDW in Q1 2020 and held it in 16 quarters.
  • Avior Wealth Management's CDW position peaked at $406K in Q2 2020.
  • 840 funds tracked by Wall St. Rank held CDW as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.