BRWA
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B. Riley Wealth Advisors’s CDW CDW Stock Holding History

B. Riley 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
2024
Q3 		– Sell
-1,341
Closed -$300K – 1286
2024
Q2 		$300K Sell
1,341
-1,064
-44% -$247K 0.01% 1033
2024
Q1 		$485K Buy
2,405
+34
+1% +$8.07K 0.01% 807
2023
Q4 		$539K Sell
2,371
-34
-1% -$7.21K 0.01% 771
2023
Q3 		$485K Sell
2,405
-527
-18% -$105K 0.01% 807
2023
Q2 		$538K Buy
2,932
+1,257
+75% +$220K 0.01% 815
2023
Q1 		$326K Sell
1,675
-1,206
-42% -$237K 0.01% 1027
2022
Q4 		$514K Sell
2,881
-15
-0.5% -$2.64K 0.01% 780
2022
Q3 		$452K Buy
2,896
+1,145
+65% +$196K 0.01% 801
2022
Q2 		$276K Sell
1,751
-273
-13% -$45.9K 0.01% 910
2022
Q1 		$363K Buy
+2,024
New +$370K 0.01% 925
2021
Q1 		– Sell
-1,897
Closed -$251K – 1360
2020
Q4 		$251K Sell
1,897
-2,929
-61% -$383K 0.01% 845
2020
Q3 		$573K Buy
4,826
+2,453
+103% +$281K 0.03% 483
2020
Q2 		$276K Buy
2,373
+45
+2% +$4.88K 0.02% 656
2020
Q1 		$218K Buy
2,328
+110
+5% +$13.5K 0.02% 641
2019
Q4 		$318K Sell
2,218
-47
-2% -$6.22K 0.03% 575
2019
Q3 		$280K Sell
2,265
-99
-4% -$11.4K 0.03% 608
2019
Q2 		$263K Buy
+2,364
New +$248K 0.03% 618
2015
Q1 		– Sell
-2,356
Closed -$83 – 779
2014
Q4 		$83 Buy
+2,356
New +$76.2K ﹤0.01% 1828

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

B. Riley Wealth Advisors's CDW Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of CDW (CDW) in Q3 2024, closing a stake of 1,341 shares — an estimated $300K sold.

B. Riley Wealth Advisors first reported a position in CDW in Q4 2014 and held it in 18 quarters. The position peaked at $573K in Q3 2020. 893 funds tracked by Wall St. Rank hold CDW as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining CDW position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,341 CDW shares in Q3 2024, an estimated $300K.
  • B. Riley Wealth Advisors first reported a position in CDW in Q4 2014 and held it in 18 quarters.
  • B. Riley Wealth Advisors's CDW position peaked at $573K in Q3 2020.
  • 893 funds tracked by Wall St. Rank held CDW as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.