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BDO Wealth Advisors’s CDW CDW Stock Holding History

BDO 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
2023
Q2 		$3.49K Hold
19
– – ﹤0.01% 808
2023
Q1 		$3.7K Hold
19
– – ﹤0.01% 837
2022
Q4 		$3.39K Hold
19
– – ﹤0.01% 812
2022
Q3 		$3K Hold
19
– – ﹤0.01% 869
2022
Q2 		$3K Hold
19
– – ﹤0.01% 840
2022
Q1 		$3K Hold
19
– – ﹤0.01% 877
2021
Q4 		$4K Hold
19
– – ﹤0.01% 847
2021
Q3 		$3K Hold
19
– – ﹤0.01% 901
2021
Q2 		$3K Hold
19
– – ﹤0.01% 932
2021
Q1 		$3K Hold
19
– – ﹤0.01% 919
2020
Q4 		$3K Hold
19
– – ﹤0.01% 698
2020
Q3 		$2K Buy
+19
New +$2.17K ﹤0.01% 672

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's CDW Position: Q2 2023 in Review

BDO Wealth Advisors held its CDW (CDW) position steady in Q2 2023 at 19 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

BDO Wealth Advisors first reported a position in CDW in Q3 2020 and has held it in 12 quarters since. The position peaked at $4K in Q4 2021. 792 funds tracked by Wall St. Rank hold CDW as of Q2 2023.

  • BDO Wealth Advisors held 19 shares of CDW worth $3.49K as of Q2 2023.
  • BDO Wealth Advisors left its CDW share count unchanged in Q2 2023.
  • CDW made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #808 holding.
  • BDO Wealth Advisors first reported a position in CDW in Q3 2020 and has held it in 12 quarters since.
  • BDO Wealth Advisors's CDW position peaked at $4K in Q4 2021.
  • 792 funds tracked by Wall St. Rank held CDW as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.